Number of Shares
354,013.00
Current Holdings Value*
$37.02 Mil
% of Portfolio
1.92%
Total Estimate Gain
$1.49 Mil
% of Total Estimate Gain
3.90%

Fifth Third Wealth Advisors LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Fifth Third Wealth Advisors LLC held 354,013.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $37.02 Mil. This investment constitutes 1.92% of their stock portfolio, and Fifth Third Wealth Advisors LLC now holds 0.05% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2023Q1. And since then Fifth Third Wealth Advisors LLC has made 8 purchases of IJR, at an average price of $107.82, for a total of 354,013.00 shares. Based on historical transaction data and IJR's current price of $112.02, Fifth Third Wealth Advisors LLC's estimated gain on his IJR holdings is $1.49 Mil, reflecting a 3.90% gain to date.

Fifth Third Wealth Advisors LLC IJR ($112.02) Holding Chart

Fifth Third Wealth Advisors LLC IJR ($112.02) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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