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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
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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Fifth Third Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.7% in Q2 2026, buying an estimated $276K and bringing the position to 27,575 shares worth $8.28M. The position accounts for 0.23% of the portfolio, ranked #74.

Fifth Third Wealth Advisors first reported a position in IWM in Q2 2023 and has held it in 13 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Fifth Third Wealth Advisors held 27,575 shares of iShares Russell 2000 ETF worth $8.28M as of Q2 2026.
  • Fifth Third Wealth Advisors bought 981 iShares Russell 2000 ETF shares in Q2 2026, an estimated $276K.
  • iShares Russell 2000 ETF made up 0.23% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 13 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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