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

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