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Fifth Third Securities’s iShares Russell 1000 ETF IWB Stock Holding History

Fifth Third Securities’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.66M Sell
11,387
-734
-6% -$291K 0.27% 94
2026
Q1 		$4.32M Sell
12,121
-1,338
-10% -$499K 0.28% 87
2025
Q4 		$5.03M Buy
13,459
+297
+2% +$110K 0.33% 75
2025
Q3 		$4.81M Buy
13,162
+300
+2% +$106K 0.33% 74
2025
Q2 		$4.37M Buy
12,862
+952
+8% +$299K 0.33% 76
2025
Q1 		$3.65M Buy
11,910
+1,962
+20% +$634K 0.31% 82
2024
Q4 		$3.2M Buy
9,948
+2,374
+31% +$769K 0.27% 92
2024
Q3 		$2.38M Buy
7,574
+23
+0.3% +$6.96K 0.23% 106
2024
Q2 		$2.25M Buy
7,551
+4,213
+126% +$1.21M 0.21% 118
2024
Q1 		$961K Sell
3,338
-31
-0.9% -$8.5K 0.09% 161
2023
Q4 		$884K Buy
3,369
+371
+12% +$90.8K 0.09% 155
2023
Q3 		$707K Sell
2,998
-453
-13% -$111K 0.08% 159
2023
Q2 		$841K Buy
3,451
+2
+0.1% +$461 0.09% 143
2023
Q1 		$777K Sell
3,449
-357
-9% -$78.6K 0.09% 151
2022
Q4 		$801K Sell
3,806
-180
-5% -$38.1K 0.11% 137
2022
Q3 		$787K Buy
3,986
+1,475
+59% +$323K 0.11% 139
2022
Q2 		$522K Sell
2,511
-779
-24% -$176K 0.07% 166
2022
Q1 		$823K Buy
3,290
+182
+6% +$44.9K 2.45% 14
2021
Q4 		$822K Sell
3,108
-98
-3% -$25.2K 0.09% 154
2021
Q3 		$775K Buy
+3,206
New +$797K 0.11% 133

Other funds holding IWB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Fifth Third Securities's IWB Position: Q2 2026 in Review

Fifth Third Securities reduced its iShares Russell 1000 ETF (IWB) stake by 6.1% in Q2 2026, selling an estimated $291K and leaving 11,387 shares worth $4.66M. The position accounts for 0.27% of the portfolio, ranked #94.

Fifth Third Securities first reported a position in IWB in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.03M in Q4 2025. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Fifth Third Securities held 11,387 shares of iShares Russell 1000 ETF worth $4.66M as of Q2 2026.
  • Fifth Third Securities sold 734 iShares Russell 1000 ETF shares in Q2 2026, an estimated $291K.
  • iShares Russell 1000 ETF made up 0.27% of Fifth Third Securities's portfolio in Q2 2026, its #94 holding.
  • Fifth Third Securities first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 20 quarters since.
  • Fifth Third Securities's iShares Russell 1000 ETF position peaked at $5.03M in Q4 2025.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fifth Third Securities's 13F filing for Q2 2026, filed 15 Jul 2026.