Shine Investment Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$52K	Hold	654	–	–	0.02%	289
2020 Q2	$52K	Sell	654 -214	-25%	-$16.2K	0.02%	282
2020 Q1	$60K	Hold	868	–	–	0.03%	244
2019 Q4	$81K	Sell	868 -131	-13%	-$12.1K	0.03%	240
2019 Q3	$93K	Sell	999 -1,160	-54%	-$106K	0.04%	199
2019 Q2	$189K	Hold	2,159	–	–	0.09%	117
2019 Q1	$188K	Hold	2,159	–	–	0.09%	125
2018 Q4	$162K	Sell	2,159 -10,565	-83%	-$830K	0.08%	122
2018 Q3	$1.02M	Sell	12,724 -6,692	-34%	-$546K	0.54%	36
2018 Q2	$1.56M	Hold	19,416	–	–	0.8%	20
2018 Q1	$1.47M	Buy	+19,416	New	+$1.47M	0.78%	20

Other funds holding IYR

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

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Shine Investment Advisory Services held its iShares US Real Estate ETF (IYR) position steady in Q3 2020 at 654 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #289.

Shine Investment Advisory Services first reported a position in IYR in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.56M in Q2 2018. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

Shine Investment Advisory Services held 654 shares of iShares US Real Estate ETF worth $52K as of Q3 2020.
Shine Investment Advisory Services left its iShares US Real Estate ETF share count unchanged in Q3 2020.
iShares US Real Estate ETF made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #289 holding.
Shine Investment Advisory Services first reported a position in iShares US Real Estate ETF in Q1 2018 and has held it in 11 quarters since.
Shine Investment Advisory Services's iShares US Real Estate ETF position peaked at $1.56M in Q2 2018.
392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

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