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 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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

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

Fifth Third Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 788 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #657.

Fifth Third Wealth Advisors first reported a position in IWV in Q2 2023 and has held it in 13 quarters since. The position peaked at $922K in Q4 2024. 288 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Fifth Third Wealth Advisors held 788 shares of iShares Russell 3000 ETF worth $336K as of Q2 2026.
Fifth Third Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #657 holding.
Fifth Third Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 13 quarters since.
Fifth Third Wealth Advisors's iShares Russell 3000 ETF position peaked at $922K in Q4 2024.
288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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