Shine Investment Advisory Services’s iShares US Home Construction ETF ITB Stock Holding History

Shine Investment Advisory Services’s Portfolio ITB Stock Details ITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-194	Closed	-$9K	–	744
2020 Q2	$9K	Hold	194	–	–	﹤0.01%	566
2020 Q1	$6K	Hold	194	–	–	﹤0.01%	581
2019 Q4	$9K	Hold	194	–	–	﹤0.01%	591
2019 Q3	$8K	Buy	+194	New	+$7.78K	﹤0.01%	591

Other funds holding ITB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shine Investment Advisory Services's ITB Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of iShares US Home Construction ETF (ITB) in Q3 2020, closing a stake of 194 shares — an estimated $9K sold.

Shine Investment Advisory Services first reported a position in ITB in Q3 2019 and held it in 4 quarters. The position peaked at $9K in Q2 2020. 246 funds tracked by Wall St. Rank hold ITB as of Q3 2020.

Shine Investment Advisory Services reported no remaining iShares US Home Construction ETF position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 194 iShares US Home Construction ETF shares in Q3 2020, an estimated $9K.
Shine Investment Advisory Services first reported a position in iShares US Home Construction ETF in Q3 2019 and held it in 4 quarters.
Shine Investment Advisory Services's iShares US Home Construction ETF position peaked at $9K in Q2 2020.
246 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.