First Citizens Bank & Trust’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

First Citizens Bank & Trust’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Buy	11,449 +238	+2%	+$26.4K	0.02%	270
2026 Q1	$1.13M	Sell	11,211 -1,538	-12%	-$158K	0.02%	285
2025 Q4	$1.24M	Buy	12,749 +536	+4%	+$51.6K	0.03%	271
2025 Q3	$1.17M	Sell	12,213 -277	-2%	-$26.1K	0.03%	267
2025 Q2	$1.14M	Sell	12,490 -5,065	-29%	-$434K	0.02%	264
2025 Q1	$1.46M	Buy	17,555 +6,113	+53%	+$551K	0.04%	207
2024 Q4	$1.04M	Buy	11,442 +1,141	+11%	+$107K	0.02%	235
2024 Q3	$947K	Sell	10,301 -744	-7%	-$66.5K	0.02%	246
2024 Q2	$973K	Sell	11,045 -854	-7%	-$75.5K	0.02%	244
2024 Q1	$1.09M	Buy	11,899 +1,911	+19%	+$159K	0.02%	238
2023 Q4	$791K	Buy	9,988 +1,520	+18%	+$112K	0.01%	215
2023 Q3	$612K	Sell	8,468 -903	-10%	-$68.1K	0.01%	223
2023 Q2	$703K	Sell	9,371 -1,028	-10%	-$73.4K	0.01%	220
2023 Q1	$744K	Sell	10,399 -27,191	-72%	-$1.94M	0.01%	198
2022 Q4	$2.57M	Buy	37,590 +5,655	+18%	+$389K	0.08%	112
2022 Q3	$2.01M	Buy	31,935 +765	+2%	+$52.8K	0.07%	127
2022 Q2	$1.99M	Buy	31,170 +1,173	+4%	+$82.4K	0.07%	123
2022 Q1	$2.32M	Sell	29,997 -57,134	-66%	-$4.42M	0.09%	119
2021 Q4	$7.43M	Buy	87,131 +67,205	+337%	+$5.63M	0.29%	47
2021 Q3	$1.58M	Sell	19,926 -986	-5%	-$80K	0.08%	134
2021 Q2	$1.69M	Sell	20,912 -5,245	-20%	-$421K	0.08%	131
2021 Q1	$2.05M	Sell	26,157 -903	-3%	-$69.6K	0.1%	130
2020 Q4	$1.95M	Sell	27,060 -2,456	-8%	-$164K	0.1%	129
2020 Q3	$1.76M	Sell	29,516 -48,780	-62%	-$2.9M	0.12%	133
2020 Q2	$4.38M	Sell	78,296 -12,764	-14%	-$663K	0.37%	64
2020 Q1	$4.06M	Sell	91,060 -8,064	-8%	-$444K	0.49%	53
2019 Q4	$5.9M	Buy	99,124 +11,272	+13%	+$646K	0.57%	46
2019 Q3	$4.92M	Buy	87,852 +22,768	+35%	+$1.28M	0.59%	46
2019 Q2	$3.68M	Buy	65,084 +1,392	+2%	+$77.2K	0.4%	61
2019 Q1	$3.49M	Buy	63,692 +3,840	+6%	+$203K	0.39%	65
2018 Q4	$2.86M	Buy	59,852 +33,996	+131%	+$1.78M	0.35%	75
2018 Q3	$1.51M	Buy	25,856 +1,448	+6%	+$84.1K	0.17%	160
2018 Q2	$1.37M	Buy	24,408 +2,320	+11%	+$130K	0.17%	151
2018 Q1	$1.21M	Buy	22,088 +300	+1%	+$16.6K	0.16%	151
2017 Q4	$1.18M	Sell	21,788 -5,292	-20%	-$279K	0.16%	148
2017 Q3	$1.37M	Sell	27,080 -3,540	-12%	-$174K	0.18%	140
2017 Q2	$1.5M	Buy	30,620 +13,896	+83%	+$676K	0.19%	137
2017 Q1	$798K	Buy	16,724 +1,980	+13%	+$93.4K	0.1%	196
2016 Q4	$672K	Buy	14,744 +1,472	+11%	+$64.8K	0.07%	194
2016 Q3	$580K	Buy	13,272 +7,924	+148%	+$348K	0.05%	214
2016 Q2	$226K	Buy	+5,348	New	+$222K	0.02%	447

Other funds holding IJK

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

First Citizens Bank & Trust's IJK Position: Q2 2026 in Review

First Citizens Bank & Trust increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.1% in Q2 2026, buying an estimated $26.4K and bringing the position to 11,449 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #270.

First Citizens Bank & Trust first reported a position in IJK in Q2 2016 and has held it in 41 quarters since. The position peaked at $7.43M in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

First Citizens Bank & Trust held 11,449 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.35M as of Q2 2026.
First Citizens Bank & Trust bought 238 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $26.4K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of First Citizens Bank & Trust's portfolio in Q2 2026, its #270 holding.
First Citizens Bank & Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2016 and has held it in 41 quarters since.
First Citizens Bank & Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $7.43M in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.