Fort Pitt Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-400	Closed	-$78K	–	238
2020 Q4	$78K	Buy	+400	New	+$70K	﹤0.01%	169
2017 Q4	–	Sell	-2,821	Closed	-$418K	–	128
2017 Q3	$418K	Hold	2,821	–	–	0.04%	85
2017 Q2	$398K	Hold	2,821	–	–	0.04%	82
2017 Q1	$388K	Buy	2,821 +640	+29%	+$87.4K	0.04%	82
2016 Q4	$294K	Hold	2,181	–	–	0.03%	90
2016 Q3	$271K	Hold	2,181	–	–	0.03%	85
2016 Q2	$251K	Hold	2,181	–	–	0.03%	89
2016 Q1	$241K	Hold	2,181	–	–	0.03%	87
2015 Q4	$246K	Buy	2,181 +245	+13%	+$28.3K	0.03%	93
2015 Q3	$211K	Sell	1,936 -204	-10%	-$24.2K	0.03%	93
2015 Q2	$267K	Buy	2,140 +245	+13%	+$30.6K	0.03%	89
2015 Q1	$236K	Buy	+1,895	New	+$228K	0.03%	99

Other funds holding IWM

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fort Pitt Capital Group's IWM Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 400 shares — an estimated $78K sold.

Fort Pitt Capital Group first reported a position in IWM in Q1 2015 and held it in 12 quarters. The position peaked at $418K in Q3 2017. 1,822 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

Fort Pitt Capital Group reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
Fort Pitt Capital Group sold 400 iShares Russell 2000 ETF shares in Q1 2021, an estimated $78K.
Fort Pitt Capital Group first reported a position in iShares Russell 2000 ETF in Q1 2015 and held it in 12 quarters.
Fort Pitt Capital Group's iShares Russell 2000 ETF position peaked at $418K in Q3 2017.
1,822 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.