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First Citizens Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

First Citizens Bank & Trust’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
2026
Q2 		$8.95M Buy
29,787
+1,647
+6% +$463K 0.13% 97
2026
Q1 		$6.98M Sell
28,140
-1,551
-5% -$400K 0.15% 98
2025
Q4 		$7.31M Sell
29,691
-2,847
-9% -$700K 0.15% 97
2025
Q3 		$7.87M Buy
32,538
+1,444
+5% +$331K 0.17% 99
2025
Q2 		$6.71M Sell
31,094
-2,160
-6% -$435K 0.12% 100
2025
Q1 		$6.63M Sell
33,254
-788
-2% -$171K 0.17% 90
2024
Q4 		$7.52M Sell
34,042
-1,740
-5% -$397K 0.14% 79
2024
Q3 		$7.9M Buy
35,782
+1,457
+4% +$312K 0.17% 86
2024
Q2 		$6.96M Buy
34,325
+237
+0.7% +$47.9K 0.13% 92
2024
Q1 		$7.17M Buy
34,088
+15,364
+82% +$3.06M 0.14% 84
2023
Q4 		$3.76M Buy
18,724
+2,067
+12% +$370K 0.07% 114
2023
Q3 		$2.94M Sell
16,657
-2,945
-15% -$553K 0.06% 120
2023
Q2 		$3.67M Buy
19,602
+1,314
+7% +$234K 0.07% 110
2023
Q1 		$3.26M Sell
18,288
-402
-2% -$74K 0.07% 109
2022
Q4 		$3.26M Sell
18,690
-5,950
-24% -$1.06M 0.1% 83
2022
Q3 		$4.06M Buy
24,640
+1,398
+6% +$255K 0.13% 76
2022
Q2 		$3.94M Buy
23,242
+1,311
+6% +$242K 0.14% 76
2022
Q1 		$4.5M Buy
21,931
+2,279
+12% +$465K 0.17% 81
2021
Q4 		$4.37M Sell
19,652
-13
-0.1% -$2.94K 0.17% 80
2021
Q3 		$4.3M Buy
19,665
+1,061
+6% +$235K 0.21% 71
2021
Q2 		$4.27M Buy
18,604
+4,603
+33% +$1.03M 0.2% 80
2021
Q1 		$3.09M Sell
14,001
-1,856
-12% -$405K 0.15% 97
2020
Q4 		$3.11M Sell
15,857
-4,269
-21% -$747K 0.16% 92
2020
Q3 		$3.02M Sell
20,126
-65
-0.3% -$9.78K 0.21% 87
2020
Q2 		$2.89M Sell
20,191
-3,944
-16% -$518K 0.24% 94
2020
Q1 		$2.76M Buy
24,135
+5,640
+30% +$841K 0.33% 73
2019
Q4 		$3.06M Sell
18,495
-975
-5% -$154K 0.29% 80
2019
Q3 		$2.95M Buy
19,470
+256
+1% +$39.1K 0.36% 77
2019
Q2 		$2.99M Buy
19,214
+310
+2% +$47.8K 0.33% 78
2019
Q1 		$2.89M Sell
18,904
-3,694
-16% -$555K 0.32% 81
2018
Q4 		$3.03M Buy
22,598
+3,226
+17% +$481K 0.37% 70
2018
Q3 		$3.27M Sell
19,372
-118
-0.6% -$19.9K 0.36% 69
2018
Q2 		$3.19M Buy
19,490
+2,922
+18% +$467K 0.39% 70
2018
Q1 		$2.52M Buy
16,568
+6,103
+58% +$943K 0.34% 84
2017
Q4 		$1.59M Sell
10,465
-1,442
-12% -$217K 0.21% 125
2017
Q3 		$1.76M Sell
11,907
-663
-5% -$93.3K 0.23% 125
2017
Q2 		$1.77M Sell
12,570
-378
-3% -$52.3K 0.23% 128
2017
Q1 		$1.78M Buy
12,948
+2,167
+20% +$296K 0.22% 124
2016
Q4 		$1.45M Sell
10,781
-2,183
-17% -$279K 0.16% 134
2016
Q3 		$1.61M Sell
12,964
-3,047
-19% -$370K 0.15% 137
2016
Q2 		$1.84M Sell
16,011
-1,965
-11% -$222K 0.16% 117
2016
Q1 		$1.99M Sell
17,976
-23,306
-56% -$2.41M 0.17% 109
2015
Q4 		$4.65M Sell
41,282
-4,752
-10% -$548K 0.34% 85
2015
Q3 		$5.03M Sell
46,034
-1,127
-2% -$134K 0.37% 84
2015
Q2 		$5.89M Buy
47,161
+2,603
+6% +$325K 0.41% 77
2015
Q1 		$5.54M Buy
44,558
+22,297
+100% +$2.69M 0.38% 85
2014
Q4 		$2.66M Buy
+22,261
New +$2.55M 0.2% 107
2014
Q2 		– Sell
-3,158
Closed -$367K – 352
2014
Q1 		$367K Buy
+3,158
New +$364K 0.03% 252

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

First Citizens Bank & Trust increased its iShares Russell 2000 ETF (IWM) stake by 5.9% in Q2 2026, buying an estimated $463K and bringing the position to 29,787 shares worth $8.95M. The position accounts for 0.13% of the portfolio, ranked #97.

First Citizens Bank & Trust first reported a position in IWM in Q1 2014 and has held it in 48 quarters since. 1,006 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • First Citizens Bank & Trust held 29,787 shares of iShares Russell 2000 ETF worth $8.95M as of Q2 2026.
  • First Citizens Bank & Trust bought 1,647 iShares Russell 2000 ETF shares in Q2 2026, an estimated $463K.
  • iShares Russell 2000 ETF made up 0.13% of First Citizens Bank & Trust's portfolio in Q2 2026, its #97 holding.
  • First Citizens Bank & Trust first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 48 quarters since.
  • 1,006 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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