Fifth Third Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.62M	Sell	27,426 -149	-0.5%	-$43.8K	0.2%	78
2026 Q2	$8.28M	Buy	27,575 +981	+4%	+$276K	0.23%	74
2026 Q1	$6.6M	Sell	26,594 -416	-2%	-$107K	0.22%	86
2025 Q4	$6.65M	Buy	27,010 +224	+0.8%	+$55.1K	0.23%	73
2025 Q3	$6.48M	Buy	26,786 +1,110	+4%	+$255K	0.24%	69
2025 Q2	$5.54M	Sell	25,676 -2,411	-9%	-$485K	0.23%	73
2025 Q1	$5.6M	Buy	28,087 +4,235	+18%	+$919K	0.29%	52
2024 Q4	$5.27M	Buy	23,852 +2,608	+12%	+$595K	0.29%	53
2024 Q3	$4.69M	Sell	21,244 -1,822	-8%	-$390K	0.29%	54
2024 Q2	$4.68M	Buy	23,066 +5,485	+31%	+$1.11M	0.35%	45
2024 Q1	$3.7M	Buy	17,581 +2,742	+18%	+$547K	0.58%	26
2023 Q4	$2.98M	Buy	14,839 +649	+5%	+$116K	0.97%	20
2023 Q3	$2.51M	Buy	14,190 +2,341	+20%	+$439K	1.01%	21
2023 Q2	$2.22M	Buy	+11,849	New	+$2.11M	1.43%	16

Other funds holding IWM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fifth Third Wealth Advisors's IWM Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.54% in Q3 2026, selling an estimated $43.8K and leaving 27,426 shares worth $7.62M. The position accounts for 0.2% of the portfolio, ranked #78.

Fifth Third Wealth Advisors first reported a position in IWM in Q2 2023 and has held it in 14 quarters since. The position peaked at $8.28M in Q2 2026. 2,224 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Fifth Third Wealth Advisors held 27,426 shares of iShares Russell 2000 ETF worth $7.62M as of Q3 2026.
Fifth Third Wealth Advisors sold 149 iShares Russell 2000 ETF shares in Q3 2026, an estimated $43.8K.
iShares Russell 2000 ETF made up 0.2% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #78 holding.
Fifth Third Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 14 quarters since.
Fifth Third Wealth Advisors's iShares Russell 2000 ETF position peaked at $8.28M in Q2 2026.
2,224 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.