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FinTrust Capital Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

FinTrust Capital Advisors’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$13K Hold
160
– – ﹤0.01% 888
2024
Q2 		$12K Hold
160
– – ﹤0.01% 871
2024
Q1 		$12.2K Hold
160
– – ﹤0.01% 826
2023
Q4 		$11.2K Hold
160
– – ﹤0.01% 811
2023
Q3 		$10.5K Buy
+160
New +$10.9K ﹤0.01% 780

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares Russell Top 200 Value ETF (IWX) position steady in Q3 2024 at 160 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

FinTrust Capital Advisors first reported a position in IWX in Q3 2023 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold IWX as of Q3 2024.

  • FinTrust Capital Advisors held 160 shares of iShares Russell Top 200 Value ETF worth $13K as of Q3 2024.
  • FinTrust Capital Advisors left its iShares Russell Top 200 Value ETF share count unchanged in Q3 2024.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #888 holding.
  • FinTrust Capital Advisors first reported a position in iShares Russell Top 200 Value ETF in Q3 2023 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2024.

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