First Citizens Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

First Citizens Asset Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$599K	Buy	2,471 +99	+4%	+$23.1K	0.19%	21
2026 Q1	$507K	Buy	2,372 +19	+0.8%	+$4.16K	0.18%	21
2025 Q4	$495K	Sell	2,353 -4	-0.2%	-$826	0.17%	22
2025 Q3	$480K	Buy	2,357 +128	+6%	+$25.5K	0.17%	23
2025 Q2	$433K	Buy	2,229 +25	+1%	+$4.63K	0.15%	24
2025 Q1	$415K	Sell	2,204 -10	-0.5%	-$1.9K	0.16%	22
2024 Q4	$410K	Buy	2,214 +26	+1%	+$4.99K	0.15%	22
2024 Q3	$415K	Sell	2,188 -160	-7%	-$29.1K	0.15%	26
2024 Q2	$410K	Sell	2,348 -7	-0.3%	-$1.22K	0.15%	26
2024 Q1	$422K	Sell	2,355 -7	-0.3%	-$1.18K	0.16%	27
2023 Q4	$390K	Sell	2,362 -108	-4%	-$16.7K	0.16%	29
2023 Q3	$375K	Sell	2,470 -206	-8%	-$32.7K	0.16%	31
2023 Q2	$422K	Buy	2,676 +451	+20%	+$68.9K	0.17%	29
2023 Q1	$339K	Buy	2,225 +8	+0.4%	+$1.24K	0.14%	31
2022 Q4	$336K	Buy	+2,217	New	+$332K	0.19%	25

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

First Citizens Asset Management's IWD Position: Q2 2026 in Review

First Citizens Asset Management increased its iShares Russell 1000 Value ETF (IWD) stake by 4.2% in Q2 2026, buying an estimated $23.1K and bringing the position to 2,471 shares worth $599K. The position accounts for 0.19% of the portfolio, ranked #21.

First Citizens Asset Management first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 567 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First Citizens Asset Management held 2,471 shares of iShares Russell 1000 Value ETF worth $599K as of Q2 2026.
First Citizens Asset Management bought 99 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $23.1K.
iShares Russell 1000 Value ETF made up 0.19% of First Citizens Asset Management's portfolio in Q2 2026, its #21 holding.
First Citizens Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
567 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on First Citizens Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.