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FinTrust Capital Advisors’s iShares US Financials ETF IYF Stock Holding History

FinTrust Capital Advisors’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$11.9K Buy
115
+1
+0.9% +$100 ﹤0.01% 908
2024
Q2 		$10.8K Buy
+114
New +$10.7K ﹤0.01% 893

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FinTrust Capital Advisors increased its iShares US Financials ETF (IYF) stake by 0.88% in Q3 2024, buying an estimated $100 and bringing the position to 115 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

FinTrust Capital Advisors first reported a position in IYF in Q2 2024 and has held it in 2 quarters since. 387 funds tracked by Wall St. Rank hold IYF as of Q3 2024.

  • FinTrust Capital Advisors held 115 shares of iShares US Financials ETF worth $11.9K as of Q3 2024.
  • FinTrust Capital Advisors bought 1 iShares US Financials ETF share in Q3 2024, an estimated $100.
  • iShares US Financials ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #908 holding.
  • FinTrust Capital Advisors first reported a position in iShares US Financials ETF in Q2 2024 and has held it in 2 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2024.

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