Fifth Third Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.95M	Sell	36,054 -1,511	-4%	-$167K	0.1%	147
2026 Q2	$3.95M	Buy	37,565 +3,390	+10%	+$343K	0.11%	139
2026 Q1	$3.17M	Buy	34,175 +9,699	+40%	+$923K	0.11%	147
2025 Q4	$2.25M	Buy	24,476 +8,450	+53%	+$758K	0.08%	160
2025 Q3	$1.41M	Sell	16,026 -1,457	-8%	-$125K	0.05%	203
2025 Q2	$1.47M	Buy	17,483 +2,636	+18%	+$212K	0.06%	194
2025 Q1	$1.22M	Buy	+14,847	New	+$1.22M	0.06%	193

Other funds holding IWX

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

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

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

First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.71B AUM 11.67% 1-Year Est. Return

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

Fifth Third Wealth Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 4% in Q3 2026, selling an estimated $167K and leaving 36,054 shares worth $3.95M. The position accounts for 0.1% of the portfolio, ranked #147.

Fifth Third Wealth Advisors first reported a position in IWX in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.95M in Q2 2026. 240 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

Fifth Third Wealth Advisors held 36,054 shares of iShares Russell Top 200 Value ETF worth $3.95M as of Q3 2026.
Fifth Third Wealth Advisors sold 1,511 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $167K.
iShares Russell Top 200 Value ETF made up 0.1% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #147 holding.
Fifth Third Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 7 quarters since.
Fifth Third Wealth Advisors's iShares Russell Top 200 Value ETF position peaked at $3.95M in Q2 2026.
240 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

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