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First Citizens Bank & Trust’s iShares Russell Top 200 ETF IWL Stock Holding History

First Citizens Bank & Trust’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3M Sell
55,913
-780
-1% -$140K 0.15% 89
2026
Q1 		$9.1M Buy
56,693
+365
+0.6% +$61.5K 0.19% 89
2025
Q4 		$9.61M Sell
56,328
-2,546
-4% -$430K 0.2% 87
2025
Q3 		$9.78M Sell
58,874
-3,140
-5% -$500K 0.21% 88
2025
Q2 		$9.5M Buy
62,014
+335
+0.5% +$47.2K 0.17% 81
2025
Q1 		$8.48M Buy
61,679
+1,593
+3% +$231K 0.22% 74
2024
Q4 		$8.7M Sell
60,086
-21,773
-27% -$3.15M 0.16% 70
2024
Q3 		$11.5M Sell
81,859
-16,025
-16% -$2.17M 0.25% 62
2024
Q2 		$13.1M Sell
97,884
-4,047
-4% -$517K 0.25% 49
2024
Q1 		$13M Buy
101,931
+6,385
+7% +$774K 0.25% 48
2023
Q4 		$11M Buy
95,546
+8,974
+10% +$971K 0.2% 51
2023
Q3 		$8.95M Sell
86,572
-19,243
-18% -$2.06M 0.17% 53
2023
Q2 		$11.3M Buy
105,815
+12,875
+14% +$1.29M 0.21% 46
2023
Q1 		$9.04M Sell
92,940
-30,880
-25% -$2.91M 0.18% 44
2022
Q4 		$11.1M Buy
123,820
+38,574
+45% +$3.5M 0.34% 28
2022
Q3 		$7.24M Sell
85,246
-1,383,555
-94% -$131M 0.24% 40
2022
Q2 		$132M Sell
1,468,801
-104,299
-7% -$10.1M 4.67% 5
2022
Q1 		$170M Buy
1,573,100
+6,861
+0.4% +$731K 6.6% 3
2021
Q4 		$178M Buy
1,566,239
+310,364
+25% +$34.2M 6.98% 3
2021
Q3 		$129M Sell
1,255,875
-57,371
-4% -$6.09M 6.18% 3
2021
Q2 		$135M Sell
1,313,246
-80,197
-6% -$8M 6.4% 3
2021
Q1 		$132M Sell
1,393,443
-32,459
-2% -$3.01M 6.22% 3
2020
Q4 		$129M Buy
1,425,902
+515,854
+57% +$44.1M 6.58% 3
2020
Q3 		$73.9M Buy
910,048
+447,733
+97% +$35.8M 5.21% 3
2020
Q2 		$34.2M Buy
+462,315
New +$32.4M 2.86% 5

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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

First Citizens Bank & Trust reduced its iShares Russell Top 200 ETF (IWL) stake by 1.4% in Q2 2026, selling an estimated $140K and leaving 55,913 shares worth $10.3M. The position accounts for 0.15% of the portfolio, ranked #89.

First Citizens Bank & Trust first reported a position in IWL in Q2 2020 and has held it in 25 quarters since. The position peaked at $178M in Q4 2021. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • First Citizens Bank & Trust held 55,913 shares of iShares Russell Top 200 ETF worth $10.3M as of Q2 2026.
  • First Citizens Bank & Trust sold 780 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $140K.
  • iShares Russell Top 200 ETF made up 0.15% of First Citizens Bank & Trust's portfolio in Q2 2026, its #89 holding.
  • First Citizens Bank & Trust first reported a position in iShares Russell Top 200 ETF in Q2 2020 and has held it in 25 quarters since.
  • First Citizens Bank & Trust's iShares Russell Top 200 ETF position peaked at $178M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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