FTWA
Fifth Third Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Sell |
208,791
-5,687
| -3% | -$523K | 0.81% | 18 |
|
|
2025
Q1 | $18.2M | Buy |
214,478
+28,630
| +15% | +$2.44M | 0.95% | 16 |
|
|
2024
Q4 | $16.4M | Buy |
185,848
+26,125
| +16% | +$2.31M | 0.89% | 17 |
|
|
2024
Q3 | $14.1M | Buy |
159,723
+24,615
| +18% | +$2.17M | 0.86% | 16 |
|
|
2024
Q2 | $11M | Buy |
135,108
+23,438
| +21% | +$1.9M | 0.83% | 17 |
|
|
2024
Q1 | $9.39M | Buy |
111,670
+58,884
| +112% | +$4.95M | 1.46% | 11 |
|
|
2023
Q4 | $4.1M | Buy |
52,786
+3,572
| +7% | +$278K | 1.33% | 13 |
|
|
2023
Q3 | $3.41M | Buy |
49,214
+432
| +0.9% | +$29.9K | 1.38% | 13 |
|
|
2023
Q2 | $3.56M | Buy |
48,782
+4,069
| +9% | +$297K | 2.3% | 10 |
|
|
2023
Q1 | $549K | Buy |
+44,713
| New | +$549K | 1.02% | 35 |
|