FTWA
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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
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% -$5.05K 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

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Fifth Third Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 11% in Q2 2026, buying an estimated $106K and bringing the position to 6,613 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #286.

Fifth Third Wealth Advisors first reported a position in IWS in Q1 2023 and has held it in 14 quarters since. 188 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Fifth Third Wealth Advisors held 6,613 shares of iShares Russell Mid-Cap Value ETF worth $1.09M as of Q2 2026.
  • Fifth Third Wealth Advisors bought 674 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $106K.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #286 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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