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 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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

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

Fifth Third Wealth Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 9.9% in Q2 2026, buying an estimated $343K and bringing the position to 37,565 shares worth $3.95M. The position accounts for 0.11% of the portfolio, ranked #139.

Fifth Third Wealth Advisors first reported a position in IWX in Q1 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Fifth Third Wealth Advisors held 37,565 shares of iShares Russell Top 200 Value ETF worth $3.95M as of Q2 2026.
Fifth Third Wealth Advisors bought 3,390 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $343K.
iShares Russell Top 200 Value ETF made up 0.11% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #139 holding.
Fifth Third Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 6 quarters since.
31 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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