FTWA
Fifth Third Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
3,120
+556
| +22% | +$73.5K | 0.02% | 416 |
|
|
2025
Q1 | $323K | Buy |
2,564
+550
| +27% | +$69.3K | 0.02% | 472 |
|
|
2024
Q4 | $260K | Sell |
2,014
-34
| -2% | -$4.4K | 0.01% | 561 |
|
|
2024
Q3 | $271K | Sell |
2,048
-40
| -2% | -$5.29K | 0.02% | 519 |
|
|
2024
Q2 | $252K | Sell |
2,088
-124
| -6% | -$15K | 0.02% | 493 |
|
|
2024
Q1 | $277K | Sell |
2,212
-1,319
| -37% | -$165K | 0.04% | 200 |
|
|
2023
Q4 | $411K | Sell |
3,531
-200
| -5% | -$23.3K | 0.13% | 126 |
|
|
2023
Q3 | $389K | Sell |
3,731
-240
| -6% | -$25K | 0.16% | 124 |
|
|
2023
Q2 | $436K | Sell |
3,971
-3,402
| -46% | -$374K | 0.28% | 89 |
|
|
2023
Q1 | $864K | Buy |
+7,373
| New | +$864K | 1.6% | 17 |
|