FTWA
Fifth Third Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
44,832
+37,246
| +491% | +$11.3M | 0.57% | 30 |
|
|
2025
Q1 | $2.05M | Sell |
7,586
-364
| -5% | -$98.6K | 0.11% | 130 |
|
|
2024
Q4 | $2.3M | Buy |
7,950
+5,762
| +263% | +$1.66M | 0.12% | 109 |
|
|
2024
Q3 | $606K | Buy |
2,188
+55
| +3% | +$15.2K | 0.04% | 270 |
|
|
2024
Q2 | $564K | Buy |
2,133
+123
| +6% | +$32.5K | 0.04% | 250 |
|
|
2024
Q1 | $497K | Buy |
2,010
+715
| +55% | +$177K | 0.08% | 157 |
|
|
2023
Q4 | $289K | Buy |
1,295
+65
| +5% | +$14.5K | 0.09% | 151 |
|
|
2023
Q3 | $247K | Buy |
+1,230
| New | +$247K | 0.1% | 149 |
|