FinTrust Capital Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

FinTrust Capital Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$25.5K	Buy	206 +106	+106%	+$12.6K	﹤0.01%	755
2024 Q2	$11.3K	Sell	100 -70	-41%	-$7.98K	﹤0.01%	883
2024 Q1	$20.1K	Hold	170	–	–	﹤0.01%	731
2023 Q4	$19.4K	Buy	170 +70	+70%	+$7.2K	﹤0.01%	699
2023 Q3	$10.1K	Hold	100	–	–	﹤0.01%	787
2023 Q2	$10.1K	Hold	100	–	–	﹤0.01%	769
2023 Q1	$10.1K	Hold	100	–	–	﹤0.01%	767
2022 Q4	$10.1K	Hold	100	–	–	﹤0.01%	764
2022 Q3	$10K	Hold	100	–	–	﹤0.01%	869
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	884
2022 Q1	$11K	Buy	+100	New	+$10.8K	﹤0.01%	916

Other funds holding IJJ

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

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

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

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

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

FinTrust Capital Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 106% in Q3 2024, buying an estimated $12.6K and bringing the position to 206 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

FinTrust Capital Advisors first reported a position in IJJ in Q1 2022 and has held it in 11 quarters since. 756 funds tracked by Wall St. Rank hold IJJ as of Q3 2024.

FinTrust Capital Advisors held 206 shares of iShares S&P Mid-Cap 400 Value ETF worth $25.5K as of Q3 2024.
FinTrust Capital Advisors bought 106 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $12.6K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #755 holding.
FinTrust Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 11 quarters since.
756 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2024.

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