Shine Investment Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-210	Closed	-$16K	–	743
2019 Q4	$16K	Buy	+210	New	+$15.4K	0.01%	505
2019 Q1	–	Sell	-574	Closed	-$33K	–	703
2018 Q4	$33K	Buy	+574	New	+$34.9K	0.02%	344

Other funds holding IWP

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

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

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Shine Investment Advisory Services's IWP Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2020, closing a stake of 210 shares — an estimated $16K sold.

Shine Investment Advisory Services first reported a position in IWP in Q4 2018 and held it in 2 quarters. The position peaked at $33K in Q4 2018. 624 funds tracked by Wall St. Rank hold IWP as of Q1 2020.

Shine Investment Advisory Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 210 iShares Russell Mid-Cap Growth ETF shares in Q1 2020, an estimated $16K.
Shine Investment Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 2 quarters.
Shine Investment Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $33K in Q4 2018.
624 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.