FTWA
Fifth Third Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Sell |
25,676
-2,411
| -9% | -$520K | 0.23% | 73 |
|
|
2025
Q1 | $5.6M | Buy |
28,087
+4,235
| +18% | +$845K | 0.29% | 52 |
|
|
2024
Q4 | $5.27M | Buy |
23,852
+2,608
| +12% | +$576K | 0.29% | 53 |
|
|
2024
Q3 | $4.69M | Sell |
21,244
-1,822
| -8% | -$402K | 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% | +$577K | 0.58% | 26 |
|
|
2023
Q4 | $2.98M | Buy |
14,839
+649
| +5% | +$130K | 0.97% | 20 |
|
|
2023
Q3 | $2.51M | Buy |
14,190
+2,341
| +20% | +$414K | 1.01% | 21 |
|
|
2023
Q2 | $2.22M | Buy |
+11,849
| New | +$2.22M | 1.43% | 16 |
|