FinTrust Capital Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$236K	Hold	3,104	–	–	0.04%	283
2024 Q2	$218K	Hold	3,104	–	–	0.04%	284
2024 Q1	$226K	Hold	3,104	–	–	0.04%	272
2023 Q4	$208K	Hold	3,104	–	–	0.04%	267
2023 Q3	$185K	Hold	3,104	–	–	0.04%	267
2023 Q2	$182K	Hold	3,104	–	–	0.04%	271
2023 Q1	$182K	Hold	3,104	–	–	0.04%	269
2022 Q4	$182K	Hold	3,104	–	–	0.04%	270
2022 Q3	$174K	Hold	3,104	–	–	0.04%	285
2022 Q2	$183K	Hold	3,104	–	–	0.05%	281
2022 Q1	$209K	Hold	3,104	–	–	0.05%	283
2021 Q4	$221K	Hold	3,104	–	–	0.05%	273
2021 Q3	$207K	Hold	3,104	–	–	0.05%	264
2021 Q2	$208K	Hold	3,104	–	–	0.05%	274
2021 Q1	$195K	Hold	3,104	–	–	0.06%	263
2020 Q4	$182K	Hold	3,104	–	–	0.06%	260
2020 Q3	$155	Hold	3,104	–	–	0.03%	281
2020 Q2	$143K	Hold	3,104	–	–	0.06%	268
2020 Q1	$119K	Buy	+3,104	New	+$150K	0.06%	262

Other funds holding IMCB

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

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2024 at 3,104 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #283.

FinTrust Capital Advisors first reported a position in IMCB in Q1 2020 and has held it in 19 quarters since. 186 funds tracked by Wall St. Rank hold IMCB as of Q3 2024.

FinTrust Capital Advisors held 3,104 shares of iShares Morningstar Mid-Cap ETF worth $236K as of Q3 2024.
FinTrust Capital Advisors left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2024.
iShares Morningstar Mid-Cap ETF made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #283 holding.
FinTrust Capital Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2020 and has held it in 19 quarters since.
186 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2024.

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