Shine Investment Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$99K	Sell	528 -53	-9%	-$9.79K	0.03%	193
2020 Q2	$100K	Hold	581	–	–	0.04%	199
2020 Q1	$82K	Sell	581 -13	-2%	-$2.2K	0.04%	208
2019 Q4	$106K	Hold	594	–	–	0.04%	201
2019 Q3	$98K	Hold	594	–	–	0.05%	185
2019 Q2	$97K	Hold	594	–	–	0.04%	186
2019 Q1	$93K	Sell	594 -367	-38%	-$55.5K	0.04%	202
2018 Q4	$133K	Buy	961 +745	+345%	+$111K	0.07%	134
2018 Q3	$35K	Hold	216	–	–	0.02%	363
2018 Q2	$33K	Hold	216	–	–	0.02%	378
2018 Q1	$32K	Hold	216	–	–	0.02%	382
2017 Q4	$32K	Hold	216	–	–	0.02%	380
2017 Q3	$30K	Sell	216 -95	-31%	-$13K	0.02%	386
2017 Q2	$42K	Buy	+311	New	+$41.5K	0.02%	311

Other funds holding IWB

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its iShares Russell 1000 ETF (IWB) stake by 9.1% in Q3 2020, selling an estimated $9.79K and leaving 528 shares worth $99K. The position accounts for 0.03% of the portfolio, ranked #193.

Shine Investment Advisory Services first reported a position in IWB in Q2 2017 and has held it in 14 quarters since. The position peaked at $133K in Q4 2018. 820 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

Shine Investment Advisory Services held 528 shares of iShares Russell 1000 ETF worth $99K as of Q3 2020.
Shine Investment Advisory Services sold 53 iShares Russell 1000 ETF shares in Q3 2020, an estimated $9.79K.
iShares Russell 1000 ETF made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #193 holding.
Shine Investment Advisory Services first reported a position in iShares Russell 1000 ETF in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's iShares Russell 1000 ETF position peaked at $133K in Q4 2018.
820 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

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