Shine Investment Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$277K	Buy	4,800 +4	+0.1%	+$226	0.09%	109
2020 Q2	$249K	Buy	4,796 +16	+0.3%	+$767	0.09%	105
2020 Q1	$197K	Hold	4,780	–	–	0.09%	111
2019 Q4	$231K	Buy	4,780 +1,692	+55%	+$78.4K	0.09%	116
2019 Q3	$139K	Hold	3,088	–	–	0.07%	139
2019 Q2	$138K	Buy	3,088 +12	+0.4%	+$528	0.06%	139
2019 Q1	$133K	Buy	3,076 +8	+0.3%	+$328	0.06%	149
2018 Q4	$115K	Buy	3,068 +20	+0.7%	+$809	0.06%	152
2018 Q3	$135K	Buy	3,048 +8	+0.3%	+$344	0.07%	142
2018 Q2	$124K	Hold	3,040	–	–	0.06%	144
2018 Q1	$118K	Buy	3,040 +8	+0.3%	+$319	0.06%	144
2017 Q4	$116K	Buy	3,032 +16	+0.5%	+$598	0.06%	146
2017 Q3	$108K	Buy	3,016 +12	+0.4%	+$423	0.06%	156
2017 Q2	$103K	Buy	+3,004	New	+$102K	0.05%	147

Other funds holding IVW

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Shine Investment Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 0.08% in Q3 2020, buying an estimated $226 and bringing the position to 4,800 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #109.

Shine Investment Advisory Services first reported a position in IVW in Q2 2017 and has held it in 14 quarters since. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Shine Investment Advisory Services held 4,800 shares of iShares S&P 500 Growth ETF worth $277K as of Q3 2020.
Shine Investment Advisory Services bought 4 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $226.
iShares S&P 500 Growth ETF made up 0.09% of Shine Investment Advisory Services's portfolio in Q3 2020, its #109 holding.
Shine Investment Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 14 quarters since.
1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

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