FTWA
Fifth Third Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
8,596
-4,300
| -33% | -$678K | 0.06% | 207 |
|
|
2025
Q1 | $1.95M | Buy |
12,896
+2,405
| +23% | +$363K | 0.1% | 137 |
|
|
2024
Q4 | $1.72M | Sell |
10,491
-3,780
| -26% | -$621K | 0.09% | 145 |
|
|
2024
Q3 | $2.38M | Buy |
14,271
+2,795
| +24% | +$466K | 0.15% | 104 |
|
|
2024
Q2 | $1.75M | Buy |
11,476
+4,511
| +65% | +$687K | 0.13% | 108 |
|
|
2024
Q1 | $1.11M | Buy |
+6,965
| New | +$1.11M | 0.17% | 96 |
|