First Citizens Bancorporation’s iShares Russell 2000 ETF IWM Stock Holding History

First Citizens Bancorporation’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$3.15M	Buy	26,361 +525	+2%	+$60K	2.12%	6
2014 Q3	$2.83M	Sell	25,836 -900	-3%	-$103K	2.04%	8
2014 Q2	$3.18M	Sell	26,736 -685	-2%	-$77.8K	2.39%	3
2014 Q1	$3.19M	Sell	27,421 -3,088	-10%	-$356K	2.56%	2
2013 Q4	$3.52M	Buy	30,509 +349	+1%	+$38.5K	2.8%	2
2013 Q3	$3.21M	Sell	30,160 -438	-1%	-$45.3K	2.78%	2
2013 Q2	$2.97M	Buy	+30,598	New	+$2.92M	2.71%	3

Other funds holding IWM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

First Citizens Bancorporation's IWM Position: Q4 2014 in Review

First Citizens Bancorporation increased its iShares Russell 2000 ETF (IWM) stake by 2% in Q4 2014, buying an estimated $60K and bringing the position to 26,361 shares worth $3.15M. The position accounts for 2.12% of the portfolio, ranked #6.

First Citizens Bancorporation first reported a position in IWM in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.52M in Q4 2013. 879 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

First Citizens Bancorporation held 26,361 shares of iShares Russell 2000 ETF worth $3.15M as of Q4 2014.
First Citizens Bancorporation bought 525 iShares Russell 2000 ETF shares in Q4 2014, an estimated $60K.
iShares Russell 2000 ETF made up 2.12% of First Citizens Bancorporation's portfolio in Q4 2014, its #6 holding.
First Citizens Bancorporation first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 7 quarters since.
First Citizens Bancorporation's iShares Russell 2000 ETF position peaked at $3.52M in Q4 2013.
879 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on First Citizens Bancorporation's 13F filing for Q4 2014, filed 21 Jan 2015.