Shine Investment Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$2.54M	Sell	7,552 -1,873	-20%	-$623K	0.86%	17
2020 Q2	$2.92M	Sell	9,425 -234	-2%	-$68.7K	1.07%	13
2020 Q1	$2.5M	Buy	9,659 +7,775	+413%	+$2.38M	1.16%	15
2019 Q4	$609K	Hold	1,884	–	–	0.24%	61
2019 Q3	$562K	Hold	1,884	–	–	0.27%	55
2019 Q2	$555K	Hold	1,884	–	–	0.26%	58
2019 Q1	$536K	Hold	1,884	–	–	0.25%	60
2018 Q4	$474K	Hold	1,884	–	–	0.23%	64
2018 Q3	$552K	Buy	1,884 +40	+2%	+$11.5K	0.29%	56
2018 Q2	$504K	Hold	1,844	–	–	0.26%	58
2018 Q1	$489K	Hold	1,844	–	–	0.26%	58
2017 Q4	$496K	Hold	1,844	–	–	0.25%	57
2017 Q3	$466K	Hold	1,844	–	–	0.24%	60
2017 Q2	$449K	Hold	1,844	–	–	0.23%	59
2017 Q1	$438K	Buy	+1,844	New	+$431K	0.29%	46

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

Shine Investment Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q3 2020, selling an estimated $623K and leaving 7,552 shares worth $2.54M. The position accounts for 0.86% of the portfolio, ranked #17.

Shine Investment Advisory Services first reported a position in IVV in Q1 2017 and has held it in 15 quarters since. The position peaked at $2.92M in Q2 2020. 1,939 funds tracked by Wall St. Rank hold IVV as of Q3 2020.

Shine Investment Advisory Services held 7,552 shares of iShares Core S&P 500 ETF worth $2.54M as of Q3 2020.
Shine Investment Advisory Services sold 1,873 iShares Core S&P 500 ETF shares in Q3 2020, an estimated $623K.
iShares Core S&P 500 ETF made up 0.86% of Shine Investment Advisory Services's portfolio in Q3 2020, its #17 holding.
Shine Investment Advisory Services first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's iShares Core S&P 500 ETF position peaked at $2.92M in Q2 2020.
1,939 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2020.

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