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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,899	Closed	-$200K	–	134
2022 Q4	$200K	Buy	+1,899	New	+$199K	0.01%	134
2022 Q2	–	Sell	-1,991	Closed	-$238K	–	134
2022 Q1	$238K	Hold	1,991	–	–	0.01%	126
2021 Q4	$244K	Hold	1,991	–	–	0.01%	139
2021 Q3	$225K	Buy	1,991 +122	+7%	+$14.1K	0.01%	127
2021 Q2	$215K	Sell	1,869 -131	-7%	-$15K	0.01%	173
2021 Q1	$219K	Hold	2,000	–	–	0.01%	131
2020 Q4	$194K	Buy	+2,000	New	+$180K	0.01%	129

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Fort Pitt Capital Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2023, closing a stake of 1,899 shares — an estimated $200K sold.

Fort Pitt Capital Group first reported a position in IWS in Q4 2020 and held it in 7 quarters. The position peaked at $244K in Q4 2021. 795 funds tracked by Wall St. Rank hold IWS as of Q1 2023.

Fort Pitt Capital Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Fort Pitt Capital Group sold 1,899 iShares Russell Mid-Cap Value ETF shares in Q1 2023, an estimated $200K.
Fort Pitt Capital Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 7 quarters.
Fort Pitt Capital Group's iShares Russell Mid-Cap Value ETF position peaked at $244K in Q4 2021.
795 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2023.

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