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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.12M	Sell	19,492 -1,137	-6%	-$64.7K	0.38%	36
2020 Q2	$1.11M	Sell	20,629 -1,168	-5%	-$58.5K	0.4%	36
2020 Q1	$941K	Buy	21,797 +19,357	+793%	+$1.07M	0.44%	36
2019 Q4	$145K	Buy	+2,440	New	+$140K	0.06%	162

Other funds holding IWR

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Shine Investment Advisory Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.5% in Q3 2020, selling an estimated $64.7K and leaving 19,492 shares worth $1.12M. The position accounts for 0.38% of the portfolio, ranked #36.

Shine Investment Advisory Services first reported a position in IWR in Q4 2019 and has held it in 4 quarters since. 838 funds tracked by Wall St. Rank hold IWR as of Q3 2020.

Shine Investment Advisory Services held 19,492 shares of iShares Russell Mid-Cap ETF worth $1.12M as of Q3 2020.
Shine Investment Advisory Services sold 1,137 iShares Russell Mid-Cap ETF shares in Q3 2020, an estimated $64.7K.
iShares Russell Mid-Cap ETF made up 0.38% of Shine Investment Advisory Services's portfolio in Q3 2020, its #36 holding.
Shine Investment Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
838 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2020.

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