FTWA
Fifth Third Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.7M | Sell |
850,048
-110,777
| -12% | -$6.87M | 2.21% | 8 |
|
|
2025
Q1 | $56.1M | Buy |
960,825
+77,299
| +9% | +$4.51M | 2.9% | 7 |
|
|
2024
Q4 | $55.1M | Buy |
883,526
+87,382
| +11% | +$5.44M | 2.99% | 6 |
|
|
2024
Q3 | $49.6M | Buy |
796,144
+134,907
| +20% | +$8.41M | 3.04% | 6 |
|
|
2024
Q2 | $38.7M | Buy |
661,237
+194,869
| +42% | +$11.4M | 2.93% | 6 |
|
|
2024
Q1 | $28.3M | Buy |
466,368
+418,205
| +868% | +$25.4M | 4.41% | 3 |
|
|
2023
Q4 | $13.3M | Buy |
48,163
+6,070
| +14% | +$1.68M | 4.34% | 5 |
|
|
2023
Q3 | $10.5M | Buy |
42,093
+27,482
| +188% | +$6.85M | 4.24% | 5 |
|
|
2023
Q2 | $3.82M | Buy |
14,611
+5,018
| +52% | +$1.31M | 2.46% | 7 |
|
|
2023
Q1 | $1.89M | Buy |
+9,593
| New | +$1.89M | 3.49% | 4 |
|