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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.05M	Sell	6,539 -74	-1%	-$12.4K	0.03%	302
2026 Q2	$1.09M	Buy	6,613 +674	+11%	+$106K	0.03%	286
2026 Q1	$866K	Buy	5,939 +1,319	+29%	+$196K	0.03%	294
2025 Q4	$652K	Buy	4,620 +1,507	+48%	+$211K	0.02%	329
2025 Q3	$435K	Sell	3,113 -7	-0.2%	-$957	0.02%	427
2025 Q2	$412K	Buy	3,120 +556	+22%	+$69.7K	0.02%	416
2025 Q1	$323K	Buy	2,564 +550	+27%	+$71.6K	0.02%	472
2024 Q4	$260K	Sell	2,014 -34	-2%	-$4.55K	0.01%	561
2024 Q3	$271K	Sell	2,048 -40	-2%	-$5.06K	0.02%	519
2024 Q2	$252K	Sell	2,088 -124	-6%	-$15.1K	0.02%	493
2024 Q1	$277K	Sell	2,212 -1,319	-37%	-$155K	0.04%	200
2023 Q4	$411K	Sell	3,531 -200	-5%	-$21.3K	0.13%	126
2023 Q3	$389K	Sell	3,731 -240	-6%	-$26.4K	0.16%	124
2023 Q2	$436K	Sell	3,971 -3,402	-46%	-$358K	0.28%	89
2023 Q1	$864K	Buy	+7,373	New	+$804K	1.6%	17

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Fifth Third Wealth Advisors's IWS Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.1% in Q3 2026, selling an estimated $12.4K and leaving 6,539 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #302.

Fifth Third Wealth Advisors first reported a position in IWS in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.09M in Q2 2026. 287 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Fifth Third Wealth Advisors held 6,539 shares of iShares Russell Mid-Cap Value ETF worth $1.05M as of Q3 2026.
Fifth Third Wealth Advisors sold 74 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $12.4K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #302 holding.
Fifth Third Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 15 quarters since.
Fifth Third Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.09M in Q2 2026.
287 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.