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

Fifth Third Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.68M	Sell	31,659 -803	-2%	-$187K	0.21%	81
2026 Q1	$6.94M	Sell	32,462 -2,865	-8%	-$627K	0.23%	79
2025 Q4	$7.43M	Buy	35,327 +236	+0.7%	+$48.7K	0.26%	63
2025 Q3	$7.14M	Buy	35,091 +4,618	+15%	+$919K	0.26%	65
2025 Q2	$5.92M	Buy	30,473 +6,598	+28%	+$1.22M	0.25%	67
2025 Q1	$4.49M	Buy	23,875 +11,646	+95%	+$2.22M	0.23%	70
2024 Q4	$2.26M	Buy	12,229 +6,533	+115%	+$1.25M	0.12%	112
2024 Q3	$1.08M	Buy	5,696 +2,645	+87%	+$482K	0.07%	182
2024 Q2	$532K	Buy	3,051 +1,322	+76%	+$231K	0.04%	260
2024 Q1	$310K	Buy	+1,729	New	+$293K	0.05%	188

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Fifth Third Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.5% in Q2 2026, selling an estimated $187K and leaving 31,659 shares worth $7.68M. The position accounts for 0.21% of the portfolio, ranked #81.

Fifth Third Wealth Advisors first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Fifth Third Wealth Advisors held 31,659 shares of iShares Russell 1000 Value ETF worth $7.68M as of Q2 2026.
Fifth Third Wealth Advisors sold 803 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $187K.
iShares Russell 1000 Value ETF made up 0.21% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Fifth Third Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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