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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$12.9M	Sell	238,748 -1,032	-0.4%	-$54.4K	4.39%	7
2020 Q2	$11.5M	Sell	239,780 -3,272	-1%	-$144K	4.2%	7
2020 Q1	$9.15M	Sell	243,052 -1,336	-0.5%	-$57.6K	4.25%	6
2019 Q4	$10.7M	Sell	244,388 -6,992	-3%	-$292K	4.28%	3
2019 Q3	$10M	Sell	251,380 -3,792	-1%	-$152K	4.75%	4
2019 Q2	$10M	Sell	255,172 -3,460	-1%	-$134K	4.64%	4
2019 Q1	$9.79M	Sell	258,632 -1,588	-0.6%	-$57.1K	4.54%	4
2018 Q4	$8.52M	Buy	260,220 +2,652	+1%	+$93.5K	4.2%	5
2018 Q3	$10M	Buy	257,568 +2,356	+0.9%	+$89.2K	5.28%	4
2018 Q2	$9.18M	Sell	255,212 -2,028	-0.8%	-$71.6K	4.69%	5
2018 Q1	$8.75M	Sell	257,240 -1,784	-0.7%	-$62.5K	4.65%	5
2017 Q4	$8.72M	Sell	259,024 -3,688	-1%	-$121K	4.34%	6
2017 Q3	$8.21M	Sell	262,712 -3,840	-1%	-$118K	4.27%	6
2017 Q2	$7.93M	Sell	266,552 -3,824	-1%	-$112K	4.03%	7
2017 Q1	$7.69M	Sell	270,376 -2,524	-0.9%	-$70K	5.09%	6
2016 Q4	$7.16M	Buy	272,900 +552	+0.2%	+$14.3K	5.92%	7
2016 Q3	$7.09M	Hold	272,348	–	–	6.27%	7
2016 Q2	$6.83M	Sell	272,348 -2,268	-0.8%	-$56.6K	7.85%	4
2016 Q1	$6.85M	Sell	274,616 -8,880	-3%	-$210K	7.71%	4
2015 Q4	$7.05M	Sell	283,496 -1,904	-0.7%	-$47.5K	6.98%	5
2015 Q3	$6.64M	Sell	285,400 -2,092	-0.7%	-$51.5K	7.63%	4
2015 Q2	$7.12M	Buy	287,492 +1,000	+0.3%	+$25.1K	9.99%	4
2015 Q1	$7.08M	Sell	286,492 -2,256	-0.8%	-$55.1K	6.53%	6
2014 Q4	$6.9M	Sell	288,748 -380	-0.1%	-$8.89K	7.74%	5
2014 Q3	$6.62M	Sell	289,128 -652	-0.2%	-$14.9K	7.71%	5
2014 Q2	$6.59M	Buy	+289,780	New	+$6.36M	7.62%	5

Other funds holding IWF

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

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

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

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

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

Shine Investment Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.43% in Q3 2020, selling an estimated $54.4K and leaving 238,748 shares worth $12.9M. The position accounts for 4.39% of the portfolio, ranked #7.

Shine Investment Advisory Services first reported a position in IWF in Q2 2014 and has held it in 26 quarters since. 1,321 funds tracked by Wall St. Rank hold IWF as of Q3 2020.

Shine Investment Advisory Services held 238,748 shares of iShares Russell 1000 Growth ETF worth $12.9M as of Q3 2020.
Shine Investment Advisory Services sold 1,032 iShares Russell 1000 Growth ETF shares in Q3 2020, an estimated $54.4K.
iShares Russell 1000 Growth ETF made up 4.39% of Shine Investment Advisory Services's portfolio in Q3 2020, its #7 holding.
Shine Investment Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 26 quarters since.
1,321 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2020.

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