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

Fifth Third Wealth Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.33M Sell
5,909
-228
-4% -$83.2K 0.07% 190
2026
Q1 		$1.93M Sell
6,137
-69
-1% -$23K 0.07% 189
2025
Q4 		$2M Sell
6,206
-383
-6% -$125K 0.07% 173
2025
Q3 		$2.11M Sell
6,589
-618
-9% -$186K 0.08% 158
2025
Q2 		$2.06M Sell
7,207
-492
-6% -$130K 0.09% 159
2025
Q1 		$1.97M Sell
7,699
-246
-3% -$69.4K 0.1% 135
2024
Q4 		$2.29M Buy
7,945
+73
+0.9% +$21.6K 0.12% 110
2024
Q3 		$2.24M Buy
7,872
+86
+1% +$23.6K 0.14% 109
2024
Q2 		$2.04M Buy
7,786
+706
+10% +$183K 0.16% 88
2024
Q1 		$1.92M Buy
7,080
+5,184
+273% +$1.32M 0.3% 58
2023
Q4 		$478K Sell
1,896
-580
-23% -$131K 0.16% 121
2023
Q3 		$555K Buy
2,476
+199
+9% +$47.6K 0.22% 95
2023
Q2 		$553K Buy
+2,277
New +$522K 0.36% 77

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Fifth Third Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.7% in Q2 2026, selling an estimated $83.2K and leaving 5,909 shares worth $2.33M. The position accounts for 0.07% of the portfolio, ranked #190.

Fifth Third Wealth Advisors first reported a position in IWO in Q2 2023 and has held it in 13 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Fifth Third Wealth Advisors held 5,909 shares of iShares Russell 2000 Growth ETF worth $2.33M as of Q2 2026.
  • Fifth Third Wealth Advisors sold 228 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $83.2K.
  • iShares Russell 2000 Growth ETF made up 0.07% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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