IWA
IBEX Wealth Advisors’s Fifth Third Bancorp FITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $647K | Buy |
15,736
+4,515
| +40% | +$186K | 0.07% | 137 |
|
2025
Q1 | $440K | Buy |
11,221
+645
| +6% | +$25.3K | 0.06% | 114 |
|
2024
Q4 | $447K | Sell |
10,576
-100,184
| -90% | -$4.24M | 0.05% | 154 |
|
2024
Q3 | $4.55M | Buy |
110,760
+103,909
| +1,517% | +$4.27M | 1.25% | 30 |
|
2024
Q2 | $250K | Buy |
+6,851
| New | +$250K | 0.04% | 118 |
|
2022
Q2 | – | Sell |
-4,826
| Closed | -$208K | – | 163 |
|
2022
Q1 | $208K | Buy |
4,826
+167
| +4% | +$7.2K | 0.04% | 161 |
|
2021
Q4 | $203K | Sell |
4,659
-267
| -5% | -$11.6K | 0.04% | 182 |
|
2021
Q3 | $209K | Buy |
+4,926
| New | +$209K | 0.04% | 171 |
|