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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Buy	6,468 +109	+2%	+$22.8K	0.04%	248
2026 Q1	$1.21M	Sell	6,359 -1,264	-17%	-$245K	0.04%	243
2025 Q4	$1.38M	Sell	7,623 -59	-0.8%	-$10.6K	0.05%	218
2025 Q3	$1.36M	Sell	7,682 -914	-11%	-$154K	0.05%	207
2025 Q2	$1.36M	Sell	8,596 -4,300	-33%	-$640K	0.06%	207
2025 Q1	$1.95M	Buy	12,896 +2,405	+23%	+$388K	0.1%	137
2024 Q4	$1.72M	Sell	10,491 -3,780	-26%	-$645K	0.09%	145
2024 Q3	$2.38M	Buy	14,271 +2,795	+24%	+$454K	0.15%	104
2024 Q2	$1.75M	Buy	11,476 +4,511	+65%	+$690K	0.13%	108
2024 Q1	$1.11M	Buy	+6,965	New	+$1.05M	0.17%	96

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Fifth Third Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 1.7% in Q2 2026, buying an estimated $22.8K and bringing the position to 6,468 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #248.

Fifth Third Wealth Advisors first reported a position in IWN in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.38M in Q3 2024. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Fifth Third Wealth Advisors held 6,468 shares of iShares Russell 2000 Value ETF worth $1.43M as of Q2 2026.
Fifth Third Wealth Advisors bought 109 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $22.8K.
iShares Russell 2000 Value ETF made up 0.04% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #248 holding.
Fifth Third Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 10 quarters since.
Fifth Third Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $2.38M in Q3 2024.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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