FTWA
Fifth Third Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288M | Buy |
463,694
+31,652
| +7% | +$19.7M | 12.08% | 1 |
|
|
2025
Q1 | $243M | Buy |
432,042
+24,146
| +6% | +$13.6M | 12.57% | 1 |
|
|
2024
Q4 | $240M | Buy |
407,896
+50,531
| +14% | +$29.7M | 13.03% | 1 |
|
|
2024
Q3 | $206M | Buy |
357,365
+67,472
| +23% | +$38.9M | 12.63% | 1 |
|
|
2024
Q2 | $159M | Buy |
289,893
+119,670
| +70% | +$65.5M | 12.03% | 1 |
|
|
2024
Q1 | $89.5M | Buy |
170,223
+104,339
| +158% | +$54.9M | 13.94% | 2 |
|
|
2023
Q4 | $31.5M | Buy |
65,884
+9,982
| +18% | +$4.77M | 10.22% | 1 |
|
|
2023
Q3 | $24M | Buy |
55,902
+45,444
| +435% | +$19.5M | 9.69% | 1 |
|
|
2023
Q2 | $4.66M | Buy |
10,458
+6,727
| +180% | +$3M | 3.01% | 4 |
|
|
2023
Q1 | $1.53M | Buy |
+3,731
| New | +$1.53M | 2.84% | 6 |
|