FinTrust Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$216K	Sell	1,426 -193	-12%	-$28.4K	0.04%	299
2024 Q2	$244K	Sell	1,619 -371	-19%	-$51.3K	0.04%	261
2024 Q1	$269K	Sell	1,990 -143	-7%	-$18.6K	0.05%	243
2023 Q4	$262K	Buy	2,133 +469	+28%	+$53.1K	0.05%	237
2023 Q3	$175K	Buy	1,664 +1,593	+2,244%	+$173K	0.04%	275
2023 Q2	$5.29K	Hold	71	–	–	﹤0.01%	862
2023 Q1	$5.29K	Hold	71	–	–	﹤0.01%	856
2022 Q4	$5.29K	Buy	+71	New	+$5.43K	﹤0.01%	854
2022 Q1	–	Sell	-465	Closed	-$53K	–	1257
2021 Q4	$53K	Buy	+465	New	+$51.6K	0.01%	540

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PCH

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

FinTrust Capital Advisors reduced its iShares US Technology ETF (IYW) stake by 12% in Q3 2024, selling an estimated $28.4K and leaving 1,426 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #299.

FinTrust Capital Advisors first reported a position in IYW in Q4 2021 and has held it in 9 quarters since. The position peaked at $269K in Q1 2024. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

FinTrust Capital Advisors held 1,426 shares of iShares US Technology ETF worth $216K as of Q3 2024.
FinTrust Capital Advisors sold 193 iShares US Technology ETF shares in Q3 2024, an estimated $28.4K.
iShares US Technology ETF made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #299 holding.
FinTrust Capital Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 9 quarters since.
FinTrust Capital Advisors's iShares US Technology ETF position peaked at $269K in Q1 2024.
1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

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