FinTrust Investment Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$925K	Sell	7,586 -43	-0.6%	-$5.38K	0.85%	23
2017 Q4	$959K	Buy	7,629 +14	+0.2%	+$1.75K	0.84%	22
2017 Q3	$945K	Buy	+7,615	New	+$898K	0.91%	19
2013 Q3	$1.6M	Sell	17,505 -5,589	-24%	-$504K	3.3%	6
2013 Q2	$1.98M	Buy	+23,094	New	+$1.96M	3.41%	5

Other funds holding IWN

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

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

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

FinTrust Investment Advisory Services reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.56% in Q1 2018, selling an estimated $5.38K and leaving 7,586 shares worth $925K. The position accounts for 0.85% of the portfolio, ranked #23.

FinTrust Investment Advisory Services first reported a position in IWN in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.98M in Q2 2013. 599 funds tracked by Wall St. Rank hold IWN as of Q1 2018.

FinTrust Investment Advisory Services held 7,586 shares of iShares Russell 2000 Value ETF worth $925K as of Q1 2018.
FinTrust Investment Advisory Services sold 43 iShares Russell 2000 Value ETF shares in Q1 2018, an estimated $5.38K.
iShares Russell 2000 Value ETF made up 0.85% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #23 holding.
FinTrust Investment Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's iShares Russell 2000 Value ETF position peaked at $1.98M in Q2 2013.
599 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2018.

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