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FinTrust Capital Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

FinTrust Capital Advisors’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$18.3K Hold
83
– – ﹤0.01% 835
2024
Q2 		$17.8K Hold
83
– – ﹤0.01% 789
2024
Q1 		$16.2K Hold
83
– – ﹤0.01% 776
2023
Q4 		$14.5K Hold
83
– – ﹤0.01% 763
2023
Q3 		$12.8K Buy
+83
New +$13.2K ﹤0.01% 744

Other funds holding IWY

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2024 at 83 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

FinTrust Capital Advisors first reported a position in IWY in Q3 2023 and has held it in 5 quarters since. 507 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

  • FinTrust Capital Advisors held 83 shares of iShares Russell Top 200 Growth ETF worth $18.3K as of Q3 2024.
  • FinTrust Capital Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2024.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #835 holding.
  • FinTrust Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and has held it in 5 quarters since.
  • 507 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

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