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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$8K	Sell	85 -78	-48%	-$7.92K	﹤0.01%	579
2020 Q2	$16K	Sell	163 -411	-72%	-$37.4K	0.01%	487
2020 Q1	$47K	Sell	574 -1,312	-70%	-$147K	0.02%	273
2019 Q4	$243K	Buy	1,886 +58	+3%	+$7.17K	0.1%	111
2019 Q3	$218K	Hold	1,828	–	–	0.1%	104
2019 Q2	$220K	Sell	1,828 -25	-1%	-$3.02K	0.1%	111
2019 Q1	$222K	Buy	1,853 +40	+2%	+$4.78K	0.1%	108
2018 Q4	$195K	Hold	1,813	–	–	0.1%	107
2018 Q3	$241K	Hold	1,813	–	–	0.13%	93
2018 Q2	$239K	Buy	1,813 +41	+2%	+$5.28K	0.12%	90
2018 Q1	$216K	Hold	1,772	–	–	0.11%	94
2017 Q4	$223K	Sell	1,772 -40	-2%	-$5K	0.11%	96
2017 Q3	$225K	Buy	1,812 +27	+2%	+$3.18K	0.12%	94
2017 Q2	$212K	Sell	1,785 -120	-6%	-$14.1K	0.11%	92
2017 Q1	$225K	Buy	+1,905	New	+$226K	0.15%	79

Other funds holding IWN

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its iShares Russell 2000 Value ETF (IWN) stake by 48% in Q3 2020, selling an estimated $7.92K and leaving 85 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Shine Investment Advisory Services first reported a position in IWN in Q1 2017 and has held it in 15 quarters since. The position peaked at $243K in Q4 2019. 635 funds tracked by Wall St. Rank hold IWN as of Q3 2020.

Shine Investment Advisory Services held 85 shares of iShares Russell 2000 Value ETF worth $8K as of Q3 2020.
Shine Investment Advisory Services sold 78 iShares Russell 2000 Value ETF shares in Q3 2020, an estimated $7.92K.
iShares Russell 2000 Value ETF made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #579 holding.
Shine Investment Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's iShares Russell 2000 Value ETF position peaked at $243K in Q4 2019.
635 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2020.

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