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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,360	Closed	-$215K	–	129
2024 Q2	$215K	Buy	+2,360	New	+$201K	0.01%	119
2024 Q1	–	Sell	-5,796	Closed	-$439K	–	125
2023 Q4	$439K	Buy	5,796 +196	+4%	+$13.9K	0.01%	107
2023 Q3	$372K	Sell	5,600 -48	-0.8%	-$3.31K	0.01%	102
2023 Q2	$389K	Sell	5,648 -992	-15%	-$63.1K	0.01%	95
2023 Q1	$406K	Sell	6,640 -188	-3%	-$10.8K	0.02%	97
2022 Q4	$366K	Hold	6,828	–	–	0.01%	115
2022 Q3	$359K	Buy	6,828 +188	+3%	+$11.1K	0.02%	102
2022 Q2	$363K	Buy	6,640 +2,140	+48%	+$128K	0.02%	106
2022 Q1	$312K	Hold	4,500	–	–	0.01%	111
2021 Q4	$344K	Hold	4,500	–	–	0.01%	121
2021 Q3	$308K	Buy	4,500 +176	+4%	+$12.4K	0.01%	112
2021 Q2	$293K	Buy	4,324 +924	+27%	+$59.6K	0.01%	152
2021 Q1	$207K	Hold	3,400	–	–	0.01%	134
2020 Q4	$205K	Sell	3,400 -1,404	-29%	-$79.9K	0.01%	124
2020 Q3	$260K	Sell	4,804 -412	-8%	-$21.7K	0.01%	122
2020 Q2	$250K	Buy	+5,216	New	+$230K	0.01%	151
2020 Q1	–	Sell	-5,456	Closed	-$240K	–	180
2019 Q4	$240K	Buy	+5,456	New	+$228K	0.01%	147

Other funds holding IWF

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

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

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

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

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

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

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

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

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

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

Fort Pitt Capital Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 2,360 shares — an estimated $215K sold.

Fort Pitt Capital Group first reported a position in IWF in Q4 2019 and held it in 17 quarters. The position peaked at $439K in Q4 2023. 2,075 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Fort Pitt Capital Group reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
Fort Pitt Capital Group sold 2,360 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $215K.
Fort Pitt Capital Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 17 quarters.
Fort Pitt Capital Group's iShares Russell 1000 Growth ETF position peaked at $439K in Q4 2023.
2,075 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

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