FTWA
Fifth Third Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.36M | Sell |
47,900
-5,303
| -10% | -$482K | 0.18% | 99 |
|
2025
Q1 | $4.43M | Buy |
53,203
+14,243
| +37% | +$1.19M | 0.23% | 73 |
|
2024
Q4 | $3.54M | Buy |
38,960
+7,729
| +25% | +$703K | 0.19% | 81 |
|
2024
Q3 | $2.87M | Buy |
31,231
+188
| +0.6% | +$17.3K | 0.18% | 80 |
|
2024
Q2 | $2.74M | Buy |
31,043
+9,018
| +41% | +$795K | 0.21% | 65 |
|
2024
Q1 | $2.01M | Buy |
+22,025
| New | +$2.01M | 0.31% | 57 |
|