Fifth Third Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.32M	Buy	15,851 +1,094	+7%	+$151K	0.06%	191
2026 Q1	$1.89M	Buy	14,757 +2,633	+22%	+$356K	0.06%	193
2025 Q4	$1.66M	Sell	12,124 -1	-0%	-$140	0.06%	197
2025 Q3	$1.73M	Sell	12,125 -59	-0.5%	-$8.34K	0.06%	178
2025 Q2	$1.69M	Sell	12,184 -63	-0.5%	-$7.97K	0.07%	178
2025 Q1	$1.44M	Buy	12,247 +9,022	+280%	+$1.16M	0.07%	175
2024 Q4	$409K	Buy	3,225 +420	+15%	+$53.4K	0.02%	387
2024 Q3	$329K	Buy	2,805 +459	+20%	+$51.3K	0.02%	431
2024 Q2	$259K	Sell	2,346 -180	-7%	-$19.8K	0.02%	473
2024 Q1	$288K	Sell	2,526 -3,013	-54%	-$326K	0.04%	196
2023 Q4	$579K	Sell	5,539 -365	-6%	-$34.6K	0.19%	107
2023 Q3	$539K	Sell	5,904 -40	-0.7%	-$3.82K	0.22%	97
2023 Q2	$574K	Buy	5,944 +3,745	+170%	+$341K	0.37%	75
2023 Q1	$304K	Buy	+2,199	New	+$196K	0.56%	60

Other funds holding IWP

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Fifth Third Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.4% in Q2 2026, buying an estimated $151K and bringing the position to 15,851 shares worth $2.32M. The position accounts for 0.06% of the portfolio, ranked #191.

Fifth Third Wealth Advisors first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Fifth Third Wealth Advisors held 15,851 shares of iShares Russell Mid-Cap Growth ETF worth $2.32M as of Q2 2026.
Fifth Third Wealth Advisors bought 1,094 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $151K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #191 holding.
Fifth Third Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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