Fort Pitt Capital Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Fort Pitt Capital Group’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$399K	Buy	+4,177	New	+$384K	0.01%	105

Other funds holding IUSV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Fort Pitt Capital Group's IUSV Position: Q3 2024 in Review

Fort Pitt Capital Group opened a new position in iShares Core S&P US Value ETF (IUSV) in Q3 2024: 4,177 shares worth $399K. The stake represents 0.01% of the portfolio and ranks #105 among its holdings.

685 funds tracked by Wall St. Rank hold IUSV as of Q3 2024.

Fort Pitt Capital Group held 4,177 shares of iShares Core S&P US Value ETF worth $399K as of Q3 2024.
iShares Core S&P US Value ETF was a new Fort Pitt Capital Group position in Q3 2024.
iShares Core S&P US Value ETF made up 0.01% of Fort Pitt Capital Group's portfolio in Q3 2024, its #105 holding.
685 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.