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

First Citizens Bank & Trust’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.07M Buy
17,935
+46
+0.3% +$16.8K 0.11% 105
2026
Q1 		$5.61M Sell
17,889
-326
-2% -$108K 0.12% 108
2025
Q4 		$5.88M Buy
18,215
+1,612
+10% +$524K 0.12% 110
2025
Q3 		$5.31M Buy
16,603
+438
+3% +$132K 0.11% 112
2025
Q2 		$4.62M Sell
16,165
-690
-4% -$182K 0.08% 120
2025
Q1 		$4.31M Buy
16,855
+14,850
+741% +$4.19M 0.11% 121
2024
Q4 		$577K Sell
2,005
-6
-0.3% -$1.77K 0.01% 293
2024
Q3 		$571K Buy
2,011
+41
+2% +$11.2K 0.01% 308
2024
Q2 		$517K Hold
1,970
– – 0.01% 317
2024
Q1 		$533K Buy
+1,970
New +$503K 0.01% 312
2022
Q4 		– Sell
-1,737
Closed -$359K – 326
2022
Q3 		$359K Buy
1,737
+70
+4% +$15.8K 0.01% 241
2022
Q2 		$344K Buy
1,667
+499
+43% +$111K 0.01% 264
2022
Q1 		$299K Buy
+1,168
New +$299K 0.01% 311
2021
Q4 		– Sell
-718
Closed -$211K – 435
2021
Q3 		$211K Buy
718
+9
+1% +$2.7K 0.01% 392
2021
Q2 		$221K Buy
+709
New +$213K 0.01% 379
2020
Q1 		– Sell
-1,277
Closed -$274K – 346
2019
Q4 		$274K Sell
1,277
-8
-0.6% -$1.62K 0.03% 268
2019
Q3 		$248K Sell
1,285
-2
-0.2% -$397 0.03% 295
2019
Q2 		$259K Buy
1,287
+21
+2% +$4.15K 0.03% 374
2019
Q1 		$249K Sell
1,266
-399
-24% -$75.9K 0.03% 372
2018
Q4 		$280K Buy
1,665
+565
+51% +$105K 0.03% 311
2018
Q3 		$237K Sell
1,100
-38
-3% -$8.1K 0.03% 377
2018
Q2 		$233K Buy
+1,138
New +$228K 0.03% 389
2016
Q3 		– Sell
-1,635
Closed -$224K – 486
2016
Q2 		$224K Buy
+1,635
New +$221K 0.02% 449
2014
Q1 		– Sell
-1,935
Closed -$262K – 334
2013
Q4 		$262K Buy
+1,935
New +$251K 0.02% 278

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

First Citizens Bank & Trust increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.26% in Q2 2026, buying an estimated $16.8K and bringing the position to 17,935 shares worth $7.07M. The position accounts for 0.11% of the portfolio, ranked #105.

First Citizens Bank & Trust first reported a position in IWO in Q4 2013 and has held it in 24 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • First Citizens Bank & Trust held 17,935 shares of iShares Russell 2000 Growth ETF worth $7.07M as of Q2 2026.
  • First Citizens Bank & Trust bought 46 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $16.8K.
  • iShares Russell 2000 Growth ETF made up 0.11% of First Citizens Bank & Trust's portfolio in Q2 2026, its #105 holding.
  • First Citizens Bank & Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 24 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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