Shine Investment Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-123	Closed	-$7K	–	656
2018 Q1	$7K	Buy	123 +1	+0.8%	+$56	﹤0.01%	579
2017 Q4	$7K	Hold	122	–	–	﹤0.01%	586
2017 Q3	$6K	Buy	122 +1	+0.8%	+$50	﹤0.01%	591
2017 Q2	$6K	Buy	+121	New	+$5.78K	﹤0.01%	588

Other funds holding IUSG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shine Investment Advisory Services's IUSG Position: Q2 2018 in Review

Shine Investment Advisory Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2018, closing a stake of 123 shares — an estimated $7K sold.

Shine Investment Advisory Services first reported a position in IUSG in Q2 2017 and held it in 4 quarters. The position peaked at $7K in Q1 2018. 216 funds tracked by Wall St. Rank hold IUSG as of Q2 2018.

Shine Investment Advisory Services reported no remaining iShares Core S&P US Growth ETF position as of Q2 2018 after selling out during the quarter.
Shine Investment Advisory Services sold 123 iShares Core S&P US Growth ETF shares in Q2 2018, an estimated $7K.
Shine Investment Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and held it in 4 quarters.
Shine Investment Advisory Services's iShares Core S&P US Growth ETF position peaked at $7K in Q1 2018.
216 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2018.

Based on Shine Investment Advisory Services's 13F filing for Q2 2018, filed 2 Aug 2018.