FinTrust Investment Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

FinTrust Investment Advisory Services’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$296K	Sell	2,467 -389	-14%	-$48.5K	0.27%	76
2017 Q4	$355K	Buy	2,856 +2	+0.1%	+$242	0.31%	68
2017 Q3	$338K	Buy	+2,854	New	+$333K	0.32%	72
2013 Q3	–	Sell	-14,649	Closed	-$1.23M	–	64
2013 Q2	$1.23M	Buy	+14,649	New	+$1.22M	2.11%	7

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FinTrust Investment Advisory Services's IWD Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q1 2018, selling an estimated $48.5K and leaving 2,467 shares worth $296K. The position accounts for 0.27% of the portfolio, ranked #76.

FinTrust Investment Advisory Services first reported a position in IWD in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.23M in Q2 2013. 831 funds tracked by Wall St. Rank hold IWD as of Q1 2018.

FinTrust Investment Advisory Services held 2,467 shares of iShares Russell 1000 Value ETF worth $296K as of Q1 2018.
FinTrust Investment Advisory Services sold 389 iShares Russell 1000 Value ETF shares in Q1 2018, an estimated $48.5K.
iShares Russell 1000 Value ETF made up 0.27% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #76 holding.
FinTrust Investment Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 4 quarters since.
FinTrust Investment Advisory Services's iShares Russell 1000 Value ETF position peaked at $1.23M in Q2 2013.
831 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.