FinTrust Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$11.1M	Buy	35,401 +3,111	+10%	+$942K	1.88%	11
2024 Q2	$9.61M	Buy	32,290 +1,129	+4%	+$324K	1.74%	13
2024 Q1	$8.98M	Buy	31,161 +3,948	+15%	+$1.08M	1.73%	12
2023 Q4	$7.14M	Buy	27,213 +6,636	+32%	+$1.62M	1.42%	14
2023 Q3	$4.83M	Buy	20,577 +16,250	+376%	+$3.98M	1.07%	20
2023 Q2	$911K	Hold	4,327	–	–	0.22%	113
2023 Q1	$911K	Hold	4,327	–	–	0.22%	111
2022 Q4	$911K	Buy	4,327 +624	+17%	+$132K	0.22%	111
2022 Q3	$758K	Buy	3,703 +1,395	+60%	+$306K	0.2%	125
2022 Q2	$503K	Buy	+2,308	New	+$522K	0.13%	163
2020 Q1	–	Sell	-1,431	Closed	-$255K	–	1133
2019 Q4	$255K	Buy	+1,431	New	+$244K	0.1%	173
2019 Q1	–	Sell	-1,612	Closed	-$224K	–	1301
2018 Q4	$224K	Buy	+1,612	New	+$241K	0.11%	166

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

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

FinTrust Capital Advisors increased its iShares Russell 1000 ETF (IWB) stake by 9.6% in Q3 2024, buying an estimated $942K and bringing the position to 35,401 shares worth $11.1M. The position accounts for 1.88% of the portfolio, ranked #11.

FinTrust Capital Advisors first reported a position in IWB in Q4 2018 and has held it in 12 quarters since. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

FinTrust Capital Advisors held 35,401 shares of iShares Russell 1000 ETF worth $11.1M as of Q3 2024.
FinTrust Capital Advisors bought 3,111 iShares Russell 1000 ETF shares in Q3 2024, an estimated $942K.
iShares Russell 1000 ETF made up 1.88% of FinTrust Capital Advisors's portfolio in Q3 2024, its #11 holding.
FinTrust Capital Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 12 quarters since.
1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

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