FTWA
Fifth Third Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92M | Buy |
30,473
+6,598
| +28% | +$1.28M | 0.25% | 67 |
|
|
2025
Q1 | $4.49M | Buy |
23,875
+11,646
| +95% | +$2.19M | 0.23% | 70 |
|
|
2024
Q4 | $2.26M | Buy |
12,229
+6,533
| +115% | +$1.21M | 0.12% | 112 |
|
|
2024
Q3 | $1.08M | Buy |
5,696
+2,645
| +87% | +$502K | 0.07% | 182 |
|
|
2024
Q2 | $532K | Buy |
3,051
+1,322
| +76% | +$231K | 0.04% | 260 |
|
|
2024
Q1 | $310K | Buy |
+1,729
| New | +$310K | 0.05% | 188 |
|