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

Fifth Third Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.8M Sell
215,938
-982
-0.5% -$103K 0.67% 29
2026
Q1 		$21.1M Buy
216,920
+6,249
+3% +$624K 0.71% 23
2025
Q4 		$20.3M Sell
210,671
-1,043
-0.5% -$100K 0.71% 25
2025
Q3 		$20.4M Buy
211,714
+2,923
+1% +$277K 0.75% 21
2025
Q2 		$19.2M Sell
208,791
-5,687
-3% -$491K 0.81% 18
2025
Q1 		$18.2M Buy
214,478
+28,630
+15% +$2.55M 0.95% 16
2024
Q4 		$16.4M Buy
185,848
+26,125
+16% +$2.37M 0.89% 17
2024
Q3 		$14.1M Buy
159,723
+24,615
+18% +$2.07M 0.86% 16
2024
Q2 		$11M Buy
135,108
+23,438
+21% +$1.91M 0.83% 17
2024
Q1 		$9.39M Buy
111,670
+58,884
+112% +$4.67M 1.46% 11
2023
Q4 		$4.1M Buy
52,786
+3,572
+7% +$254K 1.33% 13
2023
Q3 		$3.41M Buy
49,214
+432
+0.9% +$31.5K 1.38% 13
2023
Q2 		$3.56M Buy
48,782
+4,069
+9% +$283K 2.3% 10
2023
Q1 		$549K Buy
+44,713
New +$3.16M 1.02% 35

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

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

Fifth Third Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.45% in Q2 2026, selling an estimated $103K and leaving 215,938 shares worth $23.8M. The position accounts for 0.67% of the portfolio, ranked #29.

Fifth Third Wealth Advisors first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Fifth Third Wealth Advisors held 215,938 shares of iShares Russell Mid-Cap ETF worth $23.8M as of Q2 2026.
  • Fifth Third Wealth Advisors sold 982 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $103K.
  • iShares Russell Mid-Cap ETF made up 0.67% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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