FinTrust Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $9.61M | Buy |
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2024
Q1 | $8.98M | Buy |
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|
2023
Q4 | $7.14M | Buy |
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|
2023
Q3 | $4.83M | Buy |
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|
2023
Q2 | $911K | Hold |
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|
2023
Q1 | $911K | Hold |
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|
2022
Q4 | $911K | Buy |
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|
2022
Q3 | $758K | Buy |
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|
2022
Q2 | $503K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $255K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $224K | Buy |
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