Shine Investment Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.75M	Buy	8,959 +34	+0.4%	+$6.58K	0.59%	24
2020 Q2	$1.61M	Buy	8,925 +73	+0.8%	+$12.4K	0.59%	28
2020 Q1	$1.31M	Buy	8,852 +8,700	+5,724%	+$1.55M	0.61%	29
2019 Q4	$29K	Hold	152	–	–	0.01%	430
2019 Q3	$26K	Hold	152	–	–	0.01%	418
2019 Q2	$26K	Hold	152	–	–	0.01%	423
2019 Q1	$25K	Hold	152	–	–	0.01%	438
2018 Q4	$22K	Hold	152	–	–	0.01%	422
2018 Q3	$26K	Hold	152	–	–	0.01%	414
2018 Q2	$25K	Hold	152	–	–	0.01%	422
2018 Q1	$24K	Hold	152	–	–	0.01%	434
2017 Q4	$24K	Hold	152	–	–	0.01%	423
2017 Q3	$23K	Hold	152	–	–	0.01%	429
2017 Q2	$22K	Buy	+152	New	+$21.6K	0.01%	417

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

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

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

Shine Investment Advisory Services increased its iShares Russell 3000 ETF (IWV) stake by 0.38% in Q3 2020, buying an estimated $6.58K and bringing the position to 8,959 shares worth $1.75M. The position accounts for 0.59% of the portfolio, ranked #24.

Shine Investment Advisory Services first reported a position in IWV in Q2 2017 and has held it in 14 quarters since. 518 funds tracked by Wall St. Rank hold IWV as of Q3 2020.

Shine Investment Advisory Services held 8,959 shares of iShares Russell 3000 ETF worth $1.75M as of Q3 2020.
Shine Investment Advisory Services bought 34 iShares Russell 3000 ETF shares in Q3 2020, an estimated $6.58K.
iShares Russell 3000 ETF made up 0.59% of Shine Investment Advisory Services's portfolio in Q3 2020, its #24 holding.
Shine Investment Advisory Services first reported a position in iShares Russell 3000 ETF in Q2 2017 and has held it in 14 quarters since.
518 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2020.

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