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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$235K	Hold	2,556	–	–	0.04%	284
2024 Q2	$225K	Buy	2,556 +1,788	+233%	+$158K	0.04%	278
2024 Q1	$70.1K	Hold	768	–	–	0.01%	446
2023 Q4	$60.8K	Hold	768	–	–	0.01%	448
2023 Q3	$55.5K	Hold	768	–	–	0.01%	435
2023 Q2	$52.5K	Hold	768	–	–	0.01%	437
2023 Q1	$52.5K	Hold	768	–	–	0.01%	435
2022 Q4	$52.5K	Hold	768	–	–	0.01%	435
2022 Q3	$51K	Hold	768	–	–	0.01%	510
2022 Q2	$52K	Hold	768	–	–	0.01%	522
2022 Q1	$59K	Hold	768	–	–	0.01%	527
2021 Q4	$65K	Hold	768	–	–	0.02%	503
2021 Q3	$61K	Hold	768	–	–	0.02%	517
2021 Q2	$62K	Hold	768	–	–	0.02%	520
2021 Q1	$60K	Hold	768	–	–	0.02%	512
2020 Q4	$55K	Hold	768	–	–	0.02%	483
2020 Q3	$46	Buy	+768	New	+$45.7K	0.01%	502
2019 Q3	–	Sell	-80	Closed	-$5K	–	1065
2019 Q2	$5K	Hold	80	–	–	﹤0.01%	836
2019 Q1	$4K	Hold	80	–	–	﹤0.01%	980
2018 Q4	$4K	Buy	+80	New	+$4.19K	﹤0.01%	977

Other funds holding IJK

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2024 at 2,556 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #284.

FinTrust Capital Advisors first reported a position in IJK in Q4 2018 and has held it in 20 quarters since. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

FinTrust Capital Advisors held 2,556 shares of iShares S&P Mid-Cap 400 Growth ETF worth $235K as of Q3 2024.
FinTrust Capital Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2024.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #284 holding.
FinTrust Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 20 quarters since.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

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