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

Shine Investment Advisory Services’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$327K Sell
1,477
-790
-35% -$173K 0.11% 94
2020
Q2 		$469K Sell
2,267
-775
-25% -$145K 0.17% 75
2020
Q1 		$481K Sell
3,042
-1,648
-35% -$327K 0.22% 61
2019
Q4 		$1M Buy
4,690
+125
+3% +$25.4K 0.4% 42
2019
Q3 		$880K Sell
4,565
-655
-13% -$130K 0.42% 41
2019
Q2 		$1.05M Sell
5,220
-63
-1% -$12.5K 0.49% 38
2019
Q1 		$1.04M Sell
5,283
-301
-5% -$57.3K 0.48% 38
2018
Q4 		$938K Buy
5,584
+1
+0% +$187 0.46% 39
2018
Q3 		$1.2M Sell
5,583
-254
-4% -$54.2K 0.63% 29
2018
Q2 		$1.19M Sell
5,837
-125
-2% -$25K 0.61% 29
2018
Q1 		$1.14M Sell
5,962
-140
-2% -$26.9K 0.6% 29
2017
Q4 		$1.14M Hold
6,102
– – 0.57% 30
2017
Q3 		$1.09M Sell
6,102
-192
-3% -$32.6K 0.57% 30
2017
Q2 		$1.06M Sell
6,294
-422
-6% -$69.5K 0.54% 30
2017
Q1 		$1.09M Buy
+6,716
New +$1.07M 0.72% 26
2016
Q1 		– Sell
-24,741
Closed -$3.45M – 32
2015
Q4 		$3.45M Buy
+24,741
New +$3.51M 3.41% 11

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 35% in Q3 2020, selling an estimated $173K and leaving 1,477 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #94.

Shine Investment Advisory Services first reported a position in IWO in Q4 2015 and has held it in 16 quarters since. The position peaked at $3.45M in Q4 2015. 677 funds tracked by Wall St. Rank hold IWO as of Q3 2020.

  • Shine Investment Advisory Services held 1,477 shares of iShares Russell 2000 Growth ETF worth $327K as of Q3 2020.
  • Shine Investment Advisory Services sold 790 iShares Russell 2000 Growth ETF shares in Q3 2020, an estimated $173K.
  • iShares Russell 2000 Growth ETF made up 0.11% of Shine Investment Advisory Services's portfolio in Q3 2020, its #94 holding.
  • Shine Investment Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 16 quarters since.
  • Shine Investment Advisory Services's iShares Russell 2000 Growth ETF position peaked at $3.45M in Q4 2015.
  • 677 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2020.

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