FinTrust Capital Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.24K	Hold	49	–	–	﹤0.01%	1260
2024 Q2	$1.06K	Hold	49	–	–	﹤0.01%	1250
2024 Q1	$1.08K	Buy	49 +23	+88%	+$516	﹤0.01%	1161
2023 Q4	$592	Hold	26	–	–	﹤0.01%	1184
2023 Q3	$554	Hold	26	–	–	﹤0.01%	1163
2023 Q2	$584	Hold	26	–	–	﹤0.01%	1142
2023 Q1	$584	Hold	26	–	–	﹤0.01%	1133
2022 Q4	$583	Hold	26	–	–	﹤0.01%	1130
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	1169
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	1170
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	1174
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	1148
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	1130
2021 Q2	$1K	Buy	+26	New	+$862	﹤0.01%	1143

Other funds holding IYZ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RJFSA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

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

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

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

FinTrust Capital Advisors held its iShares US Telecommunications ETF (IYZ) position steady in Q3 2024 at 49 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

FinTrust Capital Advisors first reported a position in IYZ in Q2 2021 and has held it in 14 quarters since. 103 funds tracked by Wall St. Rank hold IYZ as of Q3 2024.

FinTrust Capital Advisors held 49 shares of iShares US Telecommunications ETF worth $1.24K as of Q3 2024.
FinTrust Capital Advisors left its iShares US Telecommunications ETF share count unchanged in Q3 2024.
iShares US Telecommunications ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1260 holding.
FinTrust Capital Advisors first reported a position in iShares US Telecommunications ETF in Q2 2021 and has held it in 14 quarters since.
103 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2024.

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