Fort Pitt Capital Group’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,500	Closed	-$335K	–	239
2020 Q4	$335K	Hold	1,500	–	–	0.02%	103
2020 Q3	$294K	Hold	1,500	–	–	0.02%	112
2020 Q2	$270K	Hold	1,500	–	–	0.02%	147
2020 Q1	$222K	Hold	1,500	–	–	0.02%	154
2019 Q4	$283K	Hold	1,500	–	–	0.02%	136
2019 Q3	$261K	Hold	1,500	–	–	0.02%	133
2019 Q2	$259K	Sell	1,500 -1,400	-48%	-$237K	0.02%	117
2019 Q1	$483K	Hold	2,900	–	–	0.04%	90
2018 Q4	$426K	Sell	2,900 -1,000	-26%	-$159K	0.03%	110
2018 Q3	$672K	Hold	3,900	–	–	0.05%	82
2018 Q2	$633K	Hold	3,900	–	–	0.05%	82
2018 Q1	$610K	Hold	3,900	–	–	0.05%	86
2017 Q4	$617K	Buy	+3,900	New	+$601K	0.05%	85
2017 Q1	–	Sell	-2,183	Closed	-$290K	–	120
2016 Q4	$290K	Buy	2,183 +240	+12%	+$31.1K	0.03%	91
2016 Q3	$249K	Hold	1,943	–	–	0.03%	92
2016 Q2	$241K	Hold	1,943	–	–	0.03%	93
2016 Q1	$235K	Sell	1,943 -415	-18%	-$47.5K	0.03%	90
2015 Q4	$284K	Buy	2,358 +600	+34%	+$73K	0.04%	88
2015 Q3	$200K	Hold	1,758	–	–	0.03%	94
2015 Q2	$218K	Hold	1,758	–	–	0.03%	96
2015 Q1	$218K	Hold	1,758	–	–	0.03%	101
2014 Q4	$215K	Buy	+1,758	New	+$210K	0.03%	105
2014 Q3	–	Sell	-4	Closed	-$419	–	110
2014 Q2	$419	Hold	4	–	–	0.05%	80
2014 Q1	$400	Hold	4	–	–	0.06%	78
2013 Q4	$394	Buy	4 +1	+33%	+$106	0.06%	84
2013 Q3	$331	Sell	3 -1	-25%	-$100	0.05%	83
2013 Q2	$422	Buy	+4	New	+$383	0.07%	77

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 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

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

Fort Pitt Capital Group sold out of iShares Russell 3000 ETF (IWV) in Q1 2021, closing a stake of 1,500 shares — an estimated $335K sold.

Fort Pitt Capital Group first reported a position in IWV in Q2 2013 and held it in 27 quarters. The position peaked at $672K in Q3 2018. 580 funds tracked by Wall St. Rank hold IWV as of Q1 2021.

Fort Pitt Capital Group reported no remaining iShares Russell 3000 ETF position as of Q1 2021 after selling out during the quarter.
Fort Pitt Capital Group sold 1,500 iShares Russell 3000 ETF shares in Q1 2021, an estimated $335K.
Fort Pitt Capital Group first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 27 quarters.
Fort Pitt Capital Group's iShares Russell 3000 ETF position peaked at $672K in Q3 2018.
580 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2021.

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