First Citizens Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.2M	Buy	165,173 +702	+0.4%	+$111K	8.69%	5
2026 Q1	$24M	Buy	164,471 +8,815	+6%	+$1.31M	8.5%	5
2025 Q4	$22M	Buy	155,656 +782	+0.5%	+$109K	7.68%	5
2025 Q3	$21.6M	Buy	154,874 +48	+0%	+$6.56K	7.67%	5
2025 Q2	$20.5M	Buy	154,826 +23,820	+18%	+$2.99M	7.26%	4
2025 Q1	$16.5M	Buy	131,006 +943	+0.7%	+$123K	6.42%	6
2024 Q4	$16.8M	Buy	130,063 +922	+0.7%	+$123K	6.16%	6
2024 Q3	$17.1M	Sell	129,141 -14,238	-10%	-$1.8M	6.07%	6
2024 Q2	$17.3M	Buy	143,379 +4	+0%	+$486	6.45%	5
2024 Q1	$18M	Buy	143,375 +43,451	+43%	+$5.12M	6.8%	5
2023 Q4	$11.6M	Buy	99,924 +31,501	+46%	+$3.36M	4.65%	6
2023 Q3	$7.14M	Sell	68,423 -9,082	-12%	-$1M	3.03%	9
2023 Q2	$8.51M	Buy	77,505 +24,820	+47%	+$2.61M	3.48%	9
2023 Q1	$5.6M	Sell	52,685 -128,373	-71%	-$14M	2.33%	11
2022 Q4	$19.1M	Buy	181,058 +6,259	+4%	+$656K	10.7%	4
2022 Q3	$16.8M	Buy	+174,799	New	+$18.7M	10.61%	4

Other funds holding IWS

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SGAM

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

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

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

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

First Citizens Asset Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.43% in Q2 2026, buying an estimated $111K and bringing the position to 165,173 shares worth $27.2M. The position accounts for 8.69% of the portfolio, ranked #5.

First Citizens Asset Management first reported a position in IWS in Q3 2022 and has held it in 16 quarters since. 188 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

First Citizens Asset Management held 165,173 shares of iShares Russell Mid-Cap Value ETF worth $27.2M as of Q2 2026.
First Citizens Asset Management bought 702 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $111K.
iShares Russell Mid-Cap Value ETF made up 8.69% of First Citizens Asset Management's portfolio in Q2 2026, its #5 holding.
First Citizens Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
188 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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