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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.14M	Sell	9,657 -753	-7%	-$158K	0.03%	207
2026 Q1	$1.97M	Sell	10,410 -399	-4%	-$77.2K	0.04%	212
2025 Q4	$1.96M	Sell	10,809 -4,599	-30%	-$826K	0.04%	204
2025 Q3	$2.72M	Sell	15,408 -1,947	-11%	-$329K	0.06%	157
2025 Q2	$2.74M	Sell	17,355 -2,190	-11%	-$326K	0.05%	157
2025 Q1	$2.95M	Buy	19,545 +10,750	+122%	+$1.74M	0.07%	155
2024 Q4	$1.44M	Sell	8,795 -1,503	-15%	-$256K	0.03%	209
2024 Q3	$1.72M	Sell	10,298 -6,921	-40%	-$1.12M	0.04%	198
2024 Q2	$2.62M	Sell	17,219 -5,599	-25%	-$856K	0.05%	164
2024 Q1	$3.62M	Buy	22,818 +21,116	+1,241%	+$3.2M	0.07%	132
2023 Q4	$264K	Buy	+1,702	New	+$236K	﹤0.01%	311
2023 Q3	–	Sell	-6,324	Closed	-$890K	–	355
2023 Q2	$890K	Buy	+6,324	New	+$855K	0.02%	206
2022 Q4	–	Sell	-1,921	Closed	-$248K	–	325
2022 Q3	$248K	Buy	+1,921	New	+$278K	0.01%	276
2019 Q1	–	Sell	-1,896	Closed	-$204K	–	419
2018 Q4	$204K	Buy	+1,896	New	+$228K	0.02%	383

Other funds holding IWN

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

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

First Citizens Bank & Trust reduced its iShares Russell 2000 Value ETF (IWN) stake by 7.2% in Q2 2026, selling an estimated $158K and leaving 9,657 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #207.

First Citizens Bank & Trust first reported a position in IWN in Q4 2018 and has held it in 14 quarters since. The position peaked at $3.62M in Q1 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

First Citizens Bank & Trust held 9,657 shares of iShares Russell 2000 Value ETF worth $2.14M as of Q2 2026.
First Citizens Bank & Trust sold 753 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $158K.
iShares Russell 2000 Value ETF made up 0.03% of First Citizens Bank & Trust's portfolio in Q2 2026, its #207 holding.
First Citizens Bank & Trust first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 14 quarters since.
First Citizens Bank & Trust's iShares Russell 2000 Value ETF position peaked at $3.62M in Q1 2024.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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