First Citizens Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.5M	Sell	85,212 -5,061	-6%	-$698K	3.99%	7
2026 Q1	$11.6M	Sell	90,273 -8,613	-9%	-$1.17M	4.1%	7
2025 Q4	$13.5M	Buy	98,886 +1,514	+2%	+$212K	4.73%	7
2025 Q3	$13.9M	Buy	97,372 +11,287	+13%	+$1.59M	4.92%	7
2025 Q2	$11.9M	Sell	86,085 -3,083	-3%	-$390K	4.23%	7
2025 Q1	$10.5M	Sell	89,168 -695	-0.8%	-$89.3K	4.07%	7
2024 Q4	$11.4M	Buy	89,863 +22,515	+33%	+$2.86M	4.17%	7
2024 Q3	$7.9M	Sell	67,348 -841	-1%	-$94K	2.81%	8
2024 Q2	$7.52M	Buy	68,189 +256	+0.4%	+$28.1K	2.8%	9
2024 Q1	$7.75M	Buy	67,933 +10,493	+18%	+$1.14M	2.94%	9
2023 Q4	$6M	Sell	57,440 -46	-0.1%	-$4.36K	2.4%	10
2023 Q3	$5.25M	Sell	57,486 -7,372	-11%	-$705K	2.23%	10
2023 Q2	$6.27M	Buy	64,858 +21,979	+51%	+$2M	2.56%	10
2023 Q1	$3.9M	Sell	42,879 -88,698	-67%	-$7.92M	1.62%	14
2022 Q4	$11M	Buy	131,577 +109	+0.1%	+$9.17K	6.17%	7
2022 Q3	$10.3M	Buy	+131,468	New	+$11.3M	6.51%	7

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

First Citizens Asset Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.6% in Q2 2026, selling an estimated $698K and leaving 85,212 shares worth $12.5M. The position accounts for 3.99% of the portfolio, ranked #7.

First Citizens Asset Management first reported a position in IWP in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.9M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

First Citizens Asset Management held 85,212 shares of iShares Russell Mid-Cap Growth ETF worth $12.5M as of Q2 2026.
First Citizens Asset Management sold 5,061 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $698K.
iShares Russell Mid-Cap Growth ETF made up 3.99% of First Citizens Asset Management's portfolio in Q2 2026, its #7 holding.
First Citizens Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
First Citizens Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $13.9M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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