Fort Pitt Capital Group’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,191	Closed	-$222K	–	125
2024 Q1	$222K	Sell	1,191 -131	-10%	-$23.3K	0.01%	119
2023 Q4	$230K	Sell	1,322 -72	-5%	-$11.6K	0.01%	123
2023 Q3	$214K	Buy	1,394 +72	+5%	+$11.6K	0.01%	118
2023 Q2	$213K	Hold	1,322	–	–	0.01%	115
2023 Q1	$201K	Sell	1,322 -150	-10%	-$22.7K	0.01%	120
2022 Q4	$214K	Buy	+1,472	New	+$210K	0.01%	132
2022 Q3	–	Sell	-1,484	Closed	-$204K	–	122
2022 Q2	$204K	Hold	1,484	–	–	0.01%	125
2022 Q1	$231K	Hold	1,484	–	–	0.01%	130
2021 Q4	$232K	Hold	1,484	–	–	0.01%	143
2021 Q3	$216K	Hold	1,484	–	–	0.01%	128
2021 Q2	$219K	Buy	+1,484	New	+$219K	0.01%	171

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fort Pitt Capital Group's IVE Position: Q2 2024 in Review

Fort Pitt Capital Group sold out of iShares S&P 500 Value ETF (IVE) in Q2 2024, closing a stake of 1,191 shares — an estimated $222K sold.

Fort Pitt Capital Group first reported a position in IVE in Q2 2021 and held it in 11 quarters. The position peaked at $232K in Q4 2021. 1,369 funds tracked by Wall St. Rank hold IVE as of Q2 2024.

Fort Pitt Capital Group reported no remaining iShares S&P 500 Value ETF position as of Q2 2024 after selling out during the quarter.
Fort Pitt Capital Group sold 1,191 iShares S&P 500 Value ETF shares in Q2 2024, an estimated $222K.
Fort Pitt Capital Group first reported a position in iShares S&P 500 Value ETF in Q2 2021 and held it in 11 quarters.
Fort Pitt Capital Group's iShares S&P 500 Value ETF position peaked at $232K in Q4 2021.
1,369 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2024.

Based on Fort Pitt Capital Group's 13F filing for Q2 2024, filed 26 Jul 2024.