Fifth Third Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$340K	Hold	788	–	–	0.01%	699
2026 Q2	$336K	Hold	788	–	–	0.01%	657
2026 Q1	$292K	Hold	788	–	–	0.01%	618
2025 Q4	$305K	Hold	788	–	–	0.01%	576
2025 Q3	$299K	Hold	788	–	–	0.01%	564
2025 Q2	$277K	Sell	788 -510	-39%	-$166K	0.01%	560
2025 Q1	$412K	Sell	1,298 -1,461	-53%	-$490K	0.02%	384
2024 Q4	$922K	Hold	2,759	–	–	0.05%	215
2024 Q3	$901K	Sell	2,759 -140	-5%	-$44.1K	0.06%	206
2024 Q2	$895K	Buy	2,899 +721	+33%	+$215K	0.07%	175
2024 Q1	$654K	Buy	2,178 +428	+24%	+$122K	0.1%	134
2023 Q4	$479K	Hold	1,750	–	–	0.16%	120
2023 Q3	$429K	Hold	1,750	–	–	0.17%	117
2023 Q2	$445K	Buy	+1,750	New	+$421K	0.29%	86

Other funds holding IWV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

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

Fifth Third Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 788 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #699.

Fifth Third Wealth Advisors first reported a position in IWV in Q2 2023 and has held it in 14 quarters since. The position peaked at $922K in Q4 2024. 614 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Fifth Third Wealth Advisors held 788 shares of iShares Russell 3000 ETF worth $340K as of Q3 2026.
Fifth Third Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #699 holding.
Fifth Third Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 14 quarters since.
Fifth Third Wealth Advisors's iShares Russell 3000 ETF position peaked at $922K in Q4 2024.
614 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

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