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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$205K	Hold	2,184	–	–	0.03%	311
2024 Q2	$199K	Sell	2,184 -388	-15%	-$33.1K	0.04%	294
2024 Q1	$217K	Hold	2,572	–	–	0.04%	277
2023 Q4	$195K	Sell	2,572 -900	-26%	-$63.6K	0.04%	277
2023 Q3	$231K	Sell	3,472 -2,200	-39%	-$152K	0.05%	240
2023 Q2	$304K	Hold	5,672	–	–	0.07%	211
2023 Q1	$304K	Hold	5,672	–	–	0.07%	206
2022 Q4	$304K	Sell	5,672 -1,932	-25%	-$106K	0.07%	208
2022 Q3	$411K	Buy	7,604 +1,056	+16%	+$62.1K	0.11%	176
2022 Q2	$382K	Buy	6,548 +272	+4%	+$16.3K	0.1%	187
2022 Q1	$435K	Sell	6,276 -1,596	-20%	-$109K	0.1%	182
2021 Q4	$601K	Buy	7,872 +836	+12%	+$62K	0.14%	136
2021 Q3	$482K	Buy	7,036 +1,604	+30%	+$113K	0.13%	145
2021 Q2	$369K	Hold	5,432	–	–	0.1%	185
2021 Q1	$330K	Hold	5,432	–	–	0.1%	187
2020 Q4	$327K	Hold	5,432	–	–	0.1%	166
2020 Q3	$295	Hold	5,432	–	–	0.06%	171
2020 Q2	$261K	Buy	5,432 +4,680	+622%	+$206K	0.1%	168
2020 Q1	$28K	Sell	752 -1,636	-69%	-$70.5K	0.01%	557
2019 Q4	$105K	Hold	2,388	–	–	0.04%	320
2019 Q3	$95K	Hold	2,388	–	–	0.03%	340
2019 Q2	$94K	Hold	2,388	–	–	0.04%	294
2019 Q1	$90K	Buy	2,388 +752	+46%	+$27K	0.04%	292
2018 Q4	$54K	Buy	+1,636	New	+$57.7K	0.03%	367

Other funds holding IWF

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

FinTrust Capital Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2024 at 2,184 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #311.

FinTrust Capital Advisors first reported a position in IWF in Q4 2018 and has held it in 24 quarters since. The position peaked at $601K in Q4 2021. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

FinTrust Capital Advisors held 2,184 shares of iShares Russell 1000 Growth ETF worth $205K as of Q3 2024.
FinTrust Capital Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2024.
iShares Russell 1000 Growth ETF made up 0.03% of FinTrust Capital Advisors's portfolio in Q3 2024, its #311 holding.
FinTrust Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $601K in Q4 2021.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

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