Fifth Third Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
4,268
+2,388
| +127% | +$811K | 0.06% | 198 |
|
|
2025
Q1 | $577K | Buy |
1,880
+953
| +103% | +$292K | 0.03% | 300 |
|
|
2024
Q4 | $299K | Sell |
927
-15
| -2% | -$4.83K | 0.02% | 492 |
|
|
2024
Q3 | $296K | Buy |
942
+209
| +29% | +$65.7K | 0.02% | 476 |
|
|
2024
Q2 | $218K | Buy |
733
+16
| +2% | +$4.76K | 0.02% | 561 |
|
|
2024
Q1 | $207K | Buy |
+717
| New | +$207K | 0.03% | 239 |
|