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

Fifth Third Wealth Advisors’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 		$1.67M Sell
4,089
-52
-1% -$20.6K 0.05% 226
2026
Q1 		$1.48M Sell
4,141
-160
-4% -$59.6K 0.05% 215
2025
Q4 		$1.61M Hold
4,301
– – 0.06% 202
2025
Q3 		$1.57M Buy
4,301
+33
+0.8% +$11.6K 0.06% 187
2025
Q2 		$1.45M Buy
4,268
+2,388
+127% +$750K 0.06% 198
2025
Q1 		$577K Buy
1,880
+953
+103% +$308K 0.03% 300
2024
Q4 		$299K Sell
927
-15
-2% -$4.86K 0.02% 492
2024
Q3 		$296K Buy
942
+209
+29% +$63.3K 0.02% 476
2024
Q2 		$218K Buy
733
+16
+2% +$4.59K 0.02% 561
2024
Q1 		$207K Buy
+717
New +$197K 0.03% 239

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
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

Fifth Third Wealth Advisors's IWB Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.3% in Q2 2026, selling an estimated $20.6K and leaving 4,089 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #226.

Fifth Third Wealth Advisors first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 334 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Fifth Third Wealth Advisors held 4,089 shares of iShares Russell 1000 ETF worth $1.67M as of Q2 2026.
  • Fifth Third Wealth Advisors sold 52 iShares Russell 1000 ETF shares in Q2 2026, an estimated $20.6K.
  • iShares Russell 1000 ETF made up 0.05% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 334 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.