Shine Investment Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$579K	Sell	3,864 -32	-0.8%	-$4.81K	0.2%	62
2020 Q2	$558K	Sell	3,896 -979	-20%	-$128K	0.2%	62
2020 Q1	$558K	Buy	4,875 +723	+17%	+$108K	0.26%	57
2019 Q4	$688K	Buy	4,152 +575	+16%	+$90.9K	0.27%	57
2019 Q3	$541K	Hold	3,577	–	–	0.26%	57
2019 Q2	$556K	Hold	3,577	–	–	0.26%	57
2019 Q1	$548K	Sell	3,577 -60	-2%	-$9.02K	0.25%	57
2018 Q4	$487K	Buy	3,637 +150	+4%	+$22.4K	0.24%	61
2018 Q3	$588K	Hold	3,487	–	–	0.31%	53
2018 Q2	$571K	Buy	3,487 +30	+0.9%	+$4.8K	0.29%	52
2018 Q1	$525K	Sell	3,457 -158	-4%	-$24.4K	0.28%	55
2017 Q4	$551K	Buy	3,615 +33	+0.9%	+$4.96K	0.27%	53
2017 Q3	$531K	Hold	3,582	–	–	0.28%	56
2017 Q2	$505K	Buy	3,582 +400	+13%	+$55.4K	0.26%	56
2017 Q1	$437K	Buy	+3,182	New	+$435K	0.29%	47

Other funds holding IWM

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

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Shine Investment Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 0.82% in Q3 2020, selling an estimated $4.81K and leaving 3,864 shares worth $579K. The position accounts for 0.2% of the portfolio, ranked #62.

Shine Investment Advisory Services first reported a position in IWM in Q1 2017 and has held it in 15 quarters since. The position peaked at $688K in Q4 2019. 1,481 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

Shine Investment Advisory Services held 3,864 shares of iShares Russell 2000 ETF worth $579K as of Q3 2020.
Shine Investment Advisory Services sold 32 iShares Russell 2000 ETF shares in Q3 2020, an estimated $4.81K.
iShares Russell 2000 ETF made up 0.2% of Shine Investment Advisory Services's portfolio in Q3 2020, its #62 holding.
Shine Investment Advisory Services first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's iShares Russell 2000 ETF position peaked at $688K in Q4 2019.
1,481 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

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