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FinTrust Capital Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

FinTrust Capital Advisors’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.1M Sell
33,765
-519
-2% -$31.3K 0.36% 61
2024
Q2 		$2.01M Sell
34,284
-1,547
-4% -$90.9K 0.36% 59
2024
Q1 		$2.18M Sell
35,831
-384
-1% -$21.7K 0.42% 47
2023
Q4 		$2.01M Sell
36,215
-3,395
-9% -$172K 0.4% 48
2023
Q3 		$1.98M Sell
39,610
-740
-2% -$38.8K 0.44% 40
2023
Q2 		$1.95M Hold
40,350
– – 0.47% 48
2023
Q1 		$1.95M Hold
40,350
– – 0.47% 49
2022
Q4 		$1.95M Sell
40,350
-2,630
-6% -$127K 0.47% 48
2022
Q3 		$2M Sell
42,980
-290
-0.7% -$14K 0.52% 37
2022
Q2 		$2.07M Sell
43,270
-6,620
-13% -$327K 0.52% 42
2022
Q1 		$2.68M Sell
49,890
-1,415
-3% -$75.3K 0.61% 35
2021
Q4 		$2.9M Sell
51,305
-905
-2% -$50.4K 0.69% 31
2021
Q3 		$2.75M Sell
52,210
-660
-1% -$35.5K 0.72% 31
2021
Q2 		$2.84M Sell
52,870
-5,625
-10% -$304K 0.75% 30
2021
Q1 		$3.04M Sell
58,495
-325
-0.6% -$16.2K 0.88% 20
2020
Q4 		$2.7M Sell
58,820
-920
-2% -$38.8K 0.86% 22
2020
Q3 		$2.21K Buy
59,740
+16,355
+38% +$611K 0.43% 30
2020
Q2 		$1.54M Buy
43,385
+4,565
+12% +$152K 0.61% 47
2020
Q1 		$1.12M Buy
38,820
+20,435
+111% +$760K 0.54% 35
2019
Q4 		$757K Buy
18,385
+13,570
+282% +$538K 0.31% 68
2019
Q3 		$186K Buy
4,815
+390
+9% +$15K 0.06% 233
2019
Q2 		$172K Buy
4,425
+565
+15% +$21.7K 0.07% 215
2019
Q1 		$147K Sell
3,860
-2,800
-42% -$103K 0.06% 229
2018
Q4 		$221K Buy
+6,660
New +$243K 0.11% 167

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FinTrust Capital Advisors's IJH Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q3 2024, selling an estimated $31.3K and leaving 33,765 shares worth $2.1M. The position accounts for 0.36% of the portfolio, ranked #61.

FinTrust Capital Advisors first reported a position in IJH in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.04M in Q1 2021. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • FinTrust Capital Advisors held 33,765 shares of iShares Core S&P Mid-Cap ETF worth $2.1M as of Q3 2024.
  • FinTrust Capital Advisors sold 519 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $31.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.36% of FinTrust Capital Advisors's portfolio in Q3 2024, its #61 holding.
  • FinTrust Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.04M in Q1 2021.
  • 2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.