FTWA
Fifth Third Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3M | Sell |
304,645
-49,368
| -14% | -$5.4M | 1.4% | 12 |
|
|
2025
Q1 | $37M | Buy |
354,013
+49,597
| +16% | +$5.19M | 1.92% | 9 |
|
|
2024
Q4 | $35.1M | Buy |
304,416
+44,766
| +17% | +$5.16M | 1.9% | 9 |
|
|
2024
Q3 | $30.4M | Buy |
259,650
+44,223
| +21% | +$5.17M | 1.86% | 9 |
|
|
2024
Q2 | $23M | Buy |
215,427
+40,547
| +23% | +$4.32M | 1.74% | 10 |
|
|
2024
Q1 | $19.3M | Buy |
174,880
+94,249
| +117% | +$10.4M | 3.01% | 6 |
|
|
2023
Q4 | $8.73M | Buy |
80,631
+6,671
| +9% | +$722K | 2.83% | 8 |
|
|
2023
Q3 | $6.98M | Buy |
73,960
+32,781
| +80% | +$3.09M | 2.82% | 7 |
|
|
2023
Q2 | $4.1M | Buy |
41,179
+30,504
| +286% | +$3.04M | 2.65% | 5 |
|
|
2023
Q1 | $1.03M | Buy |
+10,675
| New | +$1.03M | 1.91% | 14 |
|