FinTrust Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$77.1K	Hold	657	–	–	0.01%	484
2024 Q2	$72.5K	Hold	657	–	–	0.01%	458
2024 Q1	$75K	Hold	657	–	–	0.01%	434
2023 Q4	$68.6K	Hold	657	–	–	0.01%	424
2023 Q3	$60K	Sell	657 -911	-58%	-$87.1K	0.01%	421
2023 Q2	$131K	Hold	1,568	–	–	0.03%	316
2023 Q1	$131K	Hold	1,568	–	–	0.03%	316
2022 Q4	$131K	Hold	1,568	–	–	0.03%	315
2022 Q3	$127K	Hold	1,568	–	–	0.03%	329
2022 Q2	$133K	Hold	1,568	–	–	0.03%	330
2022 Q1	$157K	Hold	1,568	–	–	0.04%	324
2021 Q4	$181K	Hold	1,568	–	–	0.04%	302
2021 Q3	$176K	Hold	1,568	–	–	0.05%	293
2021 Q2	$177K	Sell	1,568 -42	-3%	-$4.49K	0.05%	305
2021 Q1	$164K	Hold	1,610	–	–	0.05%	307
2020 Q4	$165K	Hold	1,610	–	–	0.05%	278
2020 Q3	$139K	Hold	1,610	–	–	0.03%	305
2020 Q2	$127K	Buy	1,610 +42	+3%	+$3.05K	0.05%	287
2020 Q1	$95K	Hold	1,568	–	–	0.05%	295
2019 Q4	$120K	Hold	1,568	–	–	0.05%	298
2019 Q3	$111K	Hold	1,568	–	–	0.04%	321
2019 Q2	$112K	Buy	1,568 +38	+2%	+$2.64K	0.04%	276
2019 Q1	$104K	Hold	1,530	–	–	0.04%	266
2018 Q4	$87K	Buy	+1,530	New	+$93.1K	0.04%	286

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2024 at 657 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #484.

FinTrust Capital Advisors first reported a position in IWP in Q4 2018 and has held it in 24 quarters since. The position peaked at $181K in Q4 2021. 1,022 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

FinTrust Capital Advisors held 657 shares of iShares Russell Mid-Cap Growth ETF worth $77.1K as of Q3 2024.
FinTrust Capital Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2024.
iShares Russell Mid-Cap Growth ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #484 holding.
FinTrust Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $181K in Q4 2021.
1,022 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

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