Shine Investment Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$59K	Hold	529	–	–	0.02%	264
2020 Q2	$57K	Sell	529 -800	-60%	-$84.9K	0.02%	261
2020 Q1	$128K	Hold	1,329	–	–	0.06%	149
2019 Q4	$173K	Buy	1,329 +529	+66%	+$65.8K	0.07%	139
2019 Q3	$95K	Hold	800	–	–	0.05%	192
2019 Q2	$93K	Hold	800	–	–	0.04%	197
2019 Q1	$90K	Hold	800	–	–	0.04%	207
2018 Q4	$81K	Hold	800	–	–	0.04%	200
2018 Q3	$93K	Hold	800	–	–	0.05%	197
2018 Q2	$88K	Hold	800	–	–	0.05%	201
2018 Q1	$87K	Hold	800	–	–	0.05%	192
2017 Q4	$91K	Hold	800	–	–	0.05%	189
2017 Q3	$86K	Hold	800	–	–	0.04%	187
2017 Q2	$84K	Buy	+800	New	+$83.3K	0.04%	176

Other funds holding IVE

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Shine Investment Advisory Services held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2020 at 529 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #264.

Shine Investment Advisory Services first reported a position in IVE in Q2 2017 and has held it in 14 quarters since. The position peaked at $173K in Q4 2019. 767 funds tracked by Wall St. Rank hold IVE as of Q3 2020.

Shine Investment Advisory Services held 529 shares of iShares S&P 500 Value ETF worth $59K as of Q3 2020.
Shine Investment Advisory Services left its iShares S&P 500 Value ETF share count unchanged in Q3 2020.
iShares S&P 500 Value ETF made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #264 holding.
Shine Investment Advisory Services first reported a position in iShares S&P 500 Value ETF in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's iShares S&P 500 Value ETF position peaked at $173K in Q4 2019.
767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2020.

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