Fort Pitt Capital Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,534	Closed	-$238K	–	133
2022 Q4	$238K	Hold	3,534	–	–	0.01%	126
2022 Q3	$220K	Sell	3,534 -216	-6%	-$14.9K	0.01%	116
2022 Q2	$242K	Sell	3,750 -314	-8%	-$22.4K	0.01%	115
2022 Q1	$317K	Sell	4,064 -807	-17%	-$62.1K	0.01%	110
2021 Q4	$404K	Sell	4,871 -70	-1%	-$5.75K	0.01%	117
2021 Q3	$386K	Sell	4,941 -693	-12%	-$55.5K	0.02%	105
2021 Q2	$446K	Buy	5,634 +263	+5%	+$20.4K	0.02%	125
2021 Q1	$397K	Hold	5,371	–	–	0.02%	102
2020 Q4	$368K	Sell	5,371 -1,176	-18%	-$74.9K	0.02%	101
2020 Q3	$376K	Hold	6,547	–	–	0.02%	106
2020 Q2	$351K	Buy	6,547 +357	+6%	+$17.9K	0.02%	128
2020 Q1	$267K	Sell	6,190 -187	-3%	-$10.3K	0.02%	139
2019 Q4	$380K	Hold	6,377	–	–	0.02%	118
2019 Q3	$357K	Buy	6,377 +834	+15%	+$46.6K	0.02%	116
2019 Q2	$310K	Buy	5,543 +830	+18%	+$45.5K	0.02%	104
2019 Q1	$254K	Sell	4,713 -296	-6%	-$15.3K	0.02%	122
2018 Q4	$233K	Buy	5,009 +397	+9%	+$20K	0.02%	144
2018 Q3	$254K	Hold	4,612	–	–	0.02%	116
2018 Q2	$245K	Buy	+4,612	New	+$243K	0.02%	119

Other funds holding IWR

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

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

Fort Pitt Capital Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2023, closing a stake of 3,534 shares — an estimated $238K sold.

Fort Pitt Capital Group first reported a position in IWR in Q2 2018 and held it in 19 quarters. The position peaked at $446K in Q2 2021. 1,122 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

Fort Pitt Capital Group reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Fort Pitt Capital Group sold 3,534 iShares Russell Mid-Cap ETF shares in Q1 2023, an estimated $238K.
Fort Pitt Capital Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and held it in 19 quarters.
Fort Pitt Capital Group's iShares Russell Mid-Cap ETF position peaked at $446K in Q2 2021.
1,122 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

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