FinTrust Investment Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$3.04M	Sell	15,971 -369	-2%	-$70.9K	2.79%	8
2017 Q4	$3.05M	Sell	16,340 -355	-2%	-$64.8K	2.69%	8
2017 Q3	$2.99M	Buy	+16,695	New	+$2.84M	2.87%	8
2013 Q3	$1.95M	Sell	15,527 -1,058	-6%	-$128K	4.02%	5
2013 Q2	$1.85M	Buy	+16,585	New	+$1.81M	3.18%	6

Other funds holding IWO

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

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

FinTrust Investment Advisory Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.3% in Q1 2018, selling an estimated $70.9K and leaving 15,971 shares worth $3.04M. The position accounts for 2.79% of the portfolio, ranked #8.

FinTrust Investment Advisory Services first reported a position in IWO in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.05M in Q4 2017. 563 funds tracked by Wall St. Rank hold IWO as of Q1 2018.

FinTrust Investment Advisory Services held 15,971 shares of iShares Russell 2000 Growth ETF worth $3.04M as of Q1 2018.
FinTrust Investment Advisory Services sold 369 iShares Russell 2000 Growth ETF shares in Q1 2018, an estimated $70.9K.
iShares Russell 2000 Growth ETF made up 2.79% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #8 holding.
FinTrust Investment Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's iShares Russell 2000 Growth ETF position peaked at $3.05M in Q4 2017.
563 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2018.

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