Shine Investment Advisory Services’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$158K	Hold	1,900	–	–	0.05%	146
2020 Q2	$145K	Sell	1,900 -60	-3%	-$4.33K	0.05%	149
2020 Q1	$124K	Buy	1,960 +60	+3%	+$4.53K	0.06%	155
2019 Q4	$152K	Hold	1,900	–	–	0.06%	151
2019 Q3	$140K	Hold	1,900	–	–	0.07%	138
2019 Q2	$139K	Hold	1,900	–	–	0.06%	138
2019 Q1	$134K	Hold	1,900	–	–	0.06%	146
2018 Q4	$118K	Hold	1,900	–	–	0.06%	147
2018 Q3	$138K	Hold	1,900	–	–	0.07%	140
2018 Q2	$130K	Hold	1,900	–	–	0.07%	140
2018 Q1	$126K	Hold	1,900	–	–	0.07%	133
2017 Q4	$127K	Hold	1,900	–	–	0.06%	136
2017 Q3	$120K	Hold	1,900	–	–	0.06%	142
2017 Q2	$115K	Buy	+1,900	New	+$114K	0.06%	136

Other funds holding IYY

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Shine Investment Advisory Services held its iShares Dow Jones US ETF (IYY) position steady in Q3 2020 at 1,900 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #146.

Shine Investment Advisory Services first reported a position in IYY in Q2 2017 and has held it in 14 quarters since. 154 funds tracked by Wall St. Rank hold IYY as of Q3 2020.

Shine Investment Advisory Services held 1,900 shares of iShares Dow Jones US ETF worth $158K as of Q3 2020.
Shine Investment Advisory Services left its iShares Dow Jones US ETF share count unchanged in Q3 2020.
iShares Dow Jones US ETF made up 0.05% of Shine Investment Advisory Services's portfolio in Q3 2020, its #146 holding.
Shine Investment Advisory Services first reported a position in iShares Dow Jones US ETF in Q2 2017 and has held it in 14 quarters since.
154 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2020.

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