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First Citizens Bank & Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

First Citizens Bank & Trust’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.3M Sell
63,291
-8,914
-12% -$2.08M 0.23% 66
2026
Q1 		$15.4M Buy
72,205
+1,617
+2% +$354K 0.33% 57
2025
Q4 		$14.8M Buy
70,588
+559
+0.8% +$115K 0.31% 56
2025
Q3 		$14.3M Buy
70,029
+676
+1% +$134K 0.31% 56
2025
Q2 		$13.5M Sell
69,353
-74
-0.1% -$13.7K 0.24% 57
2025
Q1 		$13.1M Sell
69,427
-278
-0.4% -$52.9K 0.33% 44
2024
Q4 		$12.9M Sell
69,705
-7,625
-10% -$1.46M 0.24% 45
2024
Q3 		$14.7M Sell
77,330
-2,050
-3% -$373K 0.32% 44
2024
Q2 		$13.8M Sell
79,380
-407
-0.5% -$71.2K 0.26% 46
2024
Q1 		$14.3M Sell
79,787
-2,448
-3% -$414K 0.27% 44
2023
Q4 		$13.6M Sell
82,235
-6,857
-8% -$1.06M 0.25% 41
2023
Q3 		$13.5M Sell
89,092
-4,498
-5% -$713K 0.26% 34
2023
Q2 		$14.8M Buy
93,590
+23,175
+33% +$3.54M 0.27% 35
2023
Q1 		$10.7M Buy
70,415
+14,541
+26% +$2.25M 0.21% 39
2022
Q4 		$8.47M Sell
55,874
-8,152
-13% -$1.22M 0.26% 35
2022
Q3 		$8.71M Sell
64,026
-22,261
-26% -$3.35M 0.29% 32
2022
Q2 		$12.5M Sell
86,287
-52,501
-38% -$8.21M 0.44% 25
2022
Q1 		$23M Sell
138,788
-32,165
-19% -$5.28M 0.89% 16
2021
Q4 		$28.7M Buy
170,953
+61,704
+56% +$10.1M 1.12% 14
2021
Q3 		$17.1M Buy
109,249
+839
+0.8% +$135K 0.82% 17
2021
Q2 		$17.2M Sell
108,410
-7,001
-6% -$1.11M 0.82% 17
2021
Q1 		$17.5M Sell
115,411
-13,330
-10% -$1.93M 0.82% 17
2020
Q4 		$17.6M Buy
128,741
+6,168
+5% +$791K 0.9% 17
2020
Q3 		$14.5M Sell
122,573
-44,145
-26% -$5.24M 1.02% 17
2020
Q2 		$18.8M Sell
166,718
-43,421
-21% -$4.78M 1.57% 13
2020
Q1 		$20.8M Buy
210,139
+129,291
+160% +$16.1M 2.52% 6
2019
Q4 		$11M Buy
80,848
+7,900
+11% +$1.04M 1.06% 17
2019
Q3 		$9.36M Buy
72,948
+9,854
+16% +$1.25M 1.13% 13
2019
Q2 		$8.03M Sell
63,094
-1,769
-3% -$221K 0.88% 21
2019
Q1 		$8.01M Buy
64,863
+7,171
+12% +$862K 0.89% 19
2018
Q4 		$6.41M Buy
57,692
+22,884
+66% +$2.74M 0.78% 29
2018
Q3 		$4.41M Sell
34,808
-828
-2% -$104K 0.49% 50
2018
Q2 		$4.33M Buy
35,636
+1,385
+4% +$168K 0.53% 46
2018
Q1 		$4.11M Sell
34,251
-4,531
-12% -$565K 0.56% 49
2017
Q4 		$4.82M Sell
38,782
-4,929
-11% -$597K 0.65% 41
2017
Q3 		$5.18M Buy
43,711
+1,917
+5% +$223K 0.67% 36
2017
Q2 		$4.87M Sell
41,794
-3,765
-8% -$433K 0.63% 36
2017
Q1 		$5.24M Buy
45,559
+305
+0.7% +$35K 0.63% 38
2016
Q4 		$5.07M Buy
45,254
+23,839
+111% +$2.58M 0.56% 56
2016
Q3 		$2.26M Buy
21,415
+13,407
+167% +$1.41M 0.21% 118
2016
Q2 		$827K Buy
8,008
+5,513
+221% +$557K 0.07% 181
2016
Q1 		$247K Hold
2,495
– – 0.02% 402
2015
Q4 		$244K Buy
+2,495
New +$248K 0.02% 336
2014
Q3 		– Sell
-2,692
Closed -$273K – 342
2014
Q2 		$273K Buy
+2,692
New +$264K 0.02% 277
2014
Q1 		– Sell
-2,946
Closed -$277K – 333
2013
Q4 		$277K Buy
+2,946
New +$267K 0.03% 269

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

First Citizens Bank & Trust reduced its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q2 2026, selling an estimated $2.08M and leaving 63,291 shares worth $15.3M. The position accounts for 0.23% of the portfolio, ranked #66.

First Citizens Bank & Trust first reported a position in IWD in Q4 2013 and has held it in 45 quarters since. The position peaked at $28.7M in Q4 2021. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • First Citizens Bank & Trust held 63,291 shares of iShares Russell 1000 Value ETF worth $15.3M as of Q2 2026.
  • First Citizens Bank & Trust sold 8,914 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.08M.
  • iShares Russell 1000 Value ETF made up 0.23% of First Citizens Bank & Trust's portfolio in Q2 2026, its #66 holding.
  • First Citizens Bank & Trust first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 45 quarters since.
  • First Citizens Bank & Trust's iShares Russell 1000 Value ETF position peaked at $28.7M in Q4 2021.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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