Fort Pitt Capital Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,785	Closed	-$213K	–	133
2022 Q1	$213K	Sell	2,785 -225	-7%	-$16.9K	0.01%	136
2021 Q4	$252K	Buy	+3,010	New	+$242K	0.01%	135
2021 Q1	–	Sell	-492	Closed	-$31K	–	237
2020 Q4	$31K	Buy	+492	New	+$29.8K	﹤0.01%	220

Other funds holding IVW

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

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

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

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

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

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

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

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

Fort Pitt Capital Group's IVW Position: Q2 2022 in Review

Fort Pitt Capital Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 2,785 shares — an estimated $213K sold.

Fort Pitt Capital Group first reported a position in IVW in Q4 2020 and held it in 3 quarters. The position peaked at $252K in Q4 2021. 1,211 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Fort Pitt Capital Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Fort Pitt Capital Group sold 2,785 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $213K.
Fort Pitt Capital Group first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 3 quarters.
Fort Pitt Capital Group's iShares S&P 500 Growth ETF position peaked at $252K in Q4 2021.
1,211 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Fort Pitt Capital Group's 13F filing for Q2 2022, filed 20 Jul 2022.