Fort Pitt Capital Group’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,917	Closed	-$404K	–	132
2022 Q4	$404K	Buy	1,917 +2	+0.1%	+$423	0.02%	114
2022 Q3	$378K	Buy	1,915 +2	+0.1%	+$439	0.02%	99
2022 Q2	$398K	Buy	1,913 +73	+4%	+$16.5K	0.02%	104
2022 Q1	$460K	Sell	1,840 -668	-27%	-$165K	0.02%	100
2021 Q4	$663K	Sell	2,508 -174	-6%	-$44.8K	0.02%	101
2021 Q3	$648K	Buy	2,682 +44	+2%	+$10.9K	0.03%	90
2021 Q2	$639K	Buy	2,638 +748	+40%	+$176K	0.03%	109
2021 Q1	$423K	Hold	1,890	–	–	0.02%	100
2020 Q4	$400K	Hold	1,890	–	–	0.02%	99
2020 Q3	$354K	Hold	1,890	–	–	0.02%	107
2020 Q2	$324K	Hold	1,890	–	–	0.02%	134
2020 Q1	$267K	Hold	1,890	–	–	0.02%	138
2019 Q4	$337K	Hold	1,890	–	–	0.02%	123
2019 Q3	$311K	Buy	+1,890	New	+$310K	0.02%	125

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Fort Pitt Capital Group's IWB Position: Q1 2023 in Review

Fort Pitt Capital Group sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 1,917 shares — an estimated $404K sold.

Fort Pitt Capital Group first reported a position in IWB in Q3 2019 and held it in 14 quarters. The position peaked at $663K in Q4 2021. 1,063 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Fort Pitt Capital Group reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
Fort Pitt Capital Group sold 1,917 iShares Russell 1000 ETF shares in Q1 2023, an estimated $404K.
Fort Pitt Capital Group first reported a position in iShares Russell 1000 ETF in Q3 2019 and held it in 14 quarters.
Fort Pitt Capital Group's iShares Russell 1000 ETF position peaked at $663K in Q4 2021.
1,063 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Fort Pitt Capital Group's 13F filing for Q1 2023, filed 16 May 2023.