FinTrust Capital Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.85K	Hold	55	–	–	﹤0.01%	1094
2024 Q2	$4.48K	Buy	+55	New	+$4.37K	﹤0.01%	1071

Other funds holding IYC

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q3 2024 at 55 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

FinTrust Capital Advisors first reported a position in IYC in Q2 2024 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold IYC as of Q3 2024.

FinTrust Capital Advisors held 55 shares of iShares US Consumer Discretionary ETF worth $4.85K as of Q3 2024.
FinTrust Capital Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q3 2024.
iShares US Consumer Discretionary ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1094 holding.
FinTrust Capital Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2024 and has held it in 2 quarters since.
212 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2024.

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