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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$13.3K	Hold	151	–	–	﹤0.01%	884
2024 Q2	$12.2K	Hold	151	–	–	﹤0.01%	866
2024 Q1	$12.7K	Hold	151	–	–	﹤0.01%	812
2023 Q4	$11.7K	Hold	151	–	–	﹤0.01%	800
2023 Q3	$10.5K	Hold	151	–	–	﹤0.01%	781
2023 Q2	$10.2K	Hold	151	–	–	﹤0.01%	765
2023 Q1	$10.2K	Hold	151	–	–	﹤0.01%	763
2022 Q4	$10.2K	Hold	151	–	–	﹤0.01%	760
2022 Q3	$10K	Hold	151	–	–	﹤0.01%	872
2022 Q2	$10K	Buy	151 +15	+11%	+$1.07K	﹤0.01%	886
2022 Q1	$11K	Hold	136	–	–	﹤0.01%	919
2021 Q4	$11K	Hold	136	–	–	﹤0.01%	899
2021 Q3	$11K	Hold	136	–	–	﹤0.01%	890
2021 Q2	$11K	Hold	136	–	–	﹤0.01%	915
2021 Q1	$10K	Hold	136	–	–	﹤0.01%	898
2020 Q4	$9K	Hold	136	–	–	﹤0.01%	871
2020 Q3	$8	Hold	136	–	–	﹤0.01%	859
2020 Q2	$7K	Hold	136	–	–	﹤0.01%	785
2020 Q1	$6K	Hold	136	–	–	﹤0.01%	843
2019 Q4	$8K	Hold	136	–	–	﹤0.01%	776
2019 Q3	$8K	Hold	136	–	–	﹤0.01%	798
2019 Q2	$8K	Hold	136	–	–	﹤0.01%	765
2019 Q1	$7K	Hold	136	–	–	﹤0.01%	859
2018 Q4	$6K	Buy	+136	New	+$6.86K	﹤0.01%	883

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2024 at 151 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

FinTrust Capital Advisors first reported a position in IWR in Q4 2018 and has held it in 24 quarters since. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

FinTrust Capital Advisors held 151 shares of iShares Russell Mid-Cap ETF worth $13.3K as of Q3 2024.
FinTrust Capital Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2024.
iShares Russell Mid-Cap ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #884 holding.
FinTrust Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

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