First Citizens Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86.1M	Sell	296,224 -6,596	-2%	-$1.86M	27.51%	1
2026 Q1	$75.4M	Buy	302,820 +8,834	+3%	+$2.34M	26.72%	1
2025 Q4	$81.4M	Sell	293,986 -2,553	-0.9%	-$707K	28.47%	1
2025 Q3	$81.1M	Sell	296,539 -1,503	-0.5%	-$389K	28.79%	1
2025 Q2	$73.5M	Buy	298,042 +282	+0.1%	+$62.8K	26.05%	1
2025 Q1	$62.8M	Sell	297,760 -9,047	-3%	-$2.08M	24.43%	2
2024 Q4	$72.2M	Buy	306,807 +1,321	+0.4%	+$303K	26.42%	1
2024 Q3	$67.2M	Sell	305,486 -550	-0.2%	-$117K	23.89%	1
2024 Q2	$65.7M	Sell	306,036 -1,758	-0.6%	-$350K	24.47%	1
2024 Q1	$60.1M	Buy	307,794 +33,468	+12%	+$6.26M	22.74%	1
2023 Q4	$48.1M	Buy	274,326 +16,413	+6%	+$2.69M	19.25%	2
2023 Q3	$39.7M	Sell	257,913 -21,402	-8%	-$3.41M	16.86%	2
2023 Q2	$44.3M	Buy	279,315 +34,998	+14%	+$5.1M	18.13%	2
2023 Q1	$33.9M	Sell	244,317 -45	-0%	-$5.84K	14.11%	2
2022 Q4	$29.5M	Buy	244,362 +3,568	+1%	+$443K	16.53%	1
2022 Q3	$28.8M	Buy	+240,794	New	+$32.3M	18.18%	1

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

FCBT

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

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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

First Citizens Asset Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.2% in Q2 2026, selling an estimated $1.86M and leaving 296,224 shares worth $86.1M. The position accounts for 27.51% of the portfolio, ranked #1.

First Citizens Asset Management first reported a position in IWY in Q3 2022 and has held it in 16 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

First Citizens Asset Management held 296,224 shares of iShares Russell Top 200 Growth ETF worth $86.1M as of Q2 2026.
First Citizens Asset Management sold 6,596 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.86M.
iShares Russell Top 200 Growth ETF made up 27.51% of First Citizens Asset Management's portfolio in Q2 2026, its #1 holding.
First Citizens Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2022 and has held it in 16 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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