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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$640K	Sell	5,415 -9	-0.2%	-$1.07K	0.22%	56
2020 Q2	$611K	Sell	5,424 -1,552	-22%	-$171K	0.22%	57
2020 Q1	$692K	Sell	6,976 -394	-5%	-$49.1K	0.32%	50
2019 Q4	$1.01M	Hold	7,370	–	–	0.4%	41
2019 Q3	$945K	Hold	7,370	–	–	0.45%	39
2019 Q2	$938K	Hold	7,370	–	–	0.43%	41
2019 Q1	$910K	Hold	7,370	–	–	0.42%	42
2018 Q4	$818K	Hold	7,370	–	–	0.4%	46
2018 Q3	$933K	Buy	7,370 +368	+5%	+$46.2K	0.49%	37
2018 Q2	$850K	Hold	7,002	–	–	0.43%	39
2018 Q1	$840K	Sell	7,002 -203	-3%	-$25.3K	0.45%	36
2017 Q4	$896K	Hold	7,205	–	–	0.45%	36
2017 Q3	$854K	Hold	7,205	–	–	0.44%	35
2017 Q2	$839K	Sell	7,205 -345	-5%	-$39.7K	0.43%	36
2017 Q1	$868K	Buy	+7,550	New	+$866K	0.57%	32

Other funds holding IWD

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.17% in Q3 2020, selling an estimated $1.07K and leaving 5,415 shares worth $640K. The position accounts for 0.22% of the portfolio, ranked #56.

Shine Investment Advisory Services first reported a position in IWD in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.01M in Q4 2019. 1,001 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

Shine Investment Advisory Services held 5,415 shares of iShares Russell 1000 Value ETF worth $640K as of Q3 2020.
Shine Investment Advisory Services sold 9 iShares Russell 1000 Value ETF shares in Q3 2020, an estimated $1.07K.
iShares Russell 1000 Value ETF made up 0.22% of Shine Investment Advisory Services's portfolio in Q3 2020, its #56 holding.
Shine Investment Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's iShares Russell 1000 Value ETF position peaked at $1.01M in Q4 2019.
1,001 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

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