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First Citizens Bank & Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

First Citizens Bank & Trust’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$182M Sell
1,242,947
-291,146
-19% -$40.1M 2.72% 8
2026
Q1 		$197M Sell
1,534,093
-211,541
-12% -$28.6M 4.14% 3
2025
Q4 		$239M Buy
1,745,634
+47,889
+3% +$6.69M 4.99% 4
2025
Q3 		$242M Buy
1,697,745
+211,174
+14% +$29.8M 5.21% 4
2025
Q2 		$206M Sell
1,486,571
-231,986
-13% -$29.3M 3.73% 5
2025
Q1 		$202M Sell
1,718,557
-72,745
-4% -$9.35M 5.13% 4
2024
Q4 		$227M Buy
1,791,302
+365,602
+26% +$46.5M 4.17% 6
2024
Q3 		$167M Sell
1,425,700
-5,699
-0.4% -$637K 3.68% 6
2024
Q2 		$158M Buy
1,431,399
+24,647
+2% +$2.71M 2.98% 7
2024
Q1 		$161M Buy
1,406,752
+218,287
+18% +$23.6M 3.08% 7
2023
Q4 		$124M Buy
1,188,465
+62,900
+6% +$5.96M 2.25% 10
2023
Q3 		$103M Sell
1,125,565
-134,065
-11% -$12.8M 2% 11
2023
Q2 		$122M Buy
1,259,630
+358,541
+40% +$32.7M 2.24% 10
2023
Q1 		$82M Sell
901,089
-1,770,944
-66% -$158M 1.64% 15
2022
Q4 		$223M Sell
2,672,033
-153,261
-5% -$12.9M 6.77% 5
2022
Q3 		$222M Buy
2,825,294
+594,320
+27% +$51.2M 7.27% 5
2022
Q2 		$177M Buy
2,230,974
+2,099,925
+1,602% +$183M 6.25% 4
2022
Q1 		$13.2M Sell
131,049
-6,093
-4% -$607K 0.51% 27
2021
Q4 		$15.8M Buy
137,142
+64,990
+90% +$7.58M 0.62% 21
2021
Q3 		$8.09M Sell
72,152
-6,635
-8% -$763K 0.39% 36
2021
Q2 		$8.92M Buy
78,787
+3,037
+4% +$324K 0.42% 31
2021
Q1 		$7.73M Sell
75,750
-2,784
-4% -$291K 0.36% 36
2020
Q4 		$8.06M Buy
78,534
+824
+1% +$78.4K 0.41% 35
2020
Q3 		$6.72M Buy
77,710
+1,566
+2% +$132K 0.47% 40
2020
Q2 		$6.02M Sell
76,144
-25,516
-25% -$1.85M 0.5% 49
2020
Q1 		$6.18M Sell
101,660
-428,760
-81% -$31.2M 0.75% 34
2019
Q4 		$40.5M Buy
530,420
+518,078
+4,198% +$38M 3.89% 3
2019
Q3 		$872K Buy
12,342
+2,502
+25% +$180K 0.11% 195
2019
Q2 		$702K Sell
9,840
-1,124
-10% -$78.2K 0.08% 219
2019
Q1 		$744K Sell
10,964
-8,548
-44% -$549K 0.08% 209
2018
Q4 		$1.11M Buy
19,512
+4,280
+28% +$260K 0.13% 161
2018
Q3 		$1.03M Sell
15,232
-600
-4% -$39.9K 0.11% 186
2018
Q2 		$1M Buy
15,832
+6,244
+65% +$393K 0.12% 183
2018
Q1 		$589K Buy
9,588
+940
+11% +$58.7K 0.08% 216
2017
Q4 		$522K Sell
8,648
-1,226
-12% -$72.1K 0.07% 216
2017
Q3 		$559K Buy
9,874
+258
+3% +$14.2K 0.07% 218
2017
Q2 		$520K Buy
9,616
+1,400
+17% +$74.5K 0.07% 235
2017
Q1 		$426K Sell
8,216
-3,002
-27% -$153K 0.05% 268
2016
Q4 		$546K Buy
11,218
+7,010
+167% +$338K 0.06% 206
2016
Q3 		$205K Buy
+4,208
New +$204K 0.02% 463

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

First Citizens Bank & Trust reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 19% in Q2 2026, selling an estimated $40.1M and leaving 1,242,947 shares worth $182M. The position accounts for 2.72% of the portfolio, ranked #8.

First Citizens Bank & Trust first reported a position in IWP in Q3 2016 and has held it in 40 quarters since. The position peaked at $242M in Q3 2025. 295 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • First Citizens Bank & Trust held 1,242,947 shares of iShares Russell Mid-Cap Growth ETF worth $182M as of Q2 2026.
  • First Citizens Bank & Trust sold 291,146 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $40.1M.
  • iShares Russell Mid-Cap Growth ETF made up 2.72% of First Citizens Bank & Trust's portfolio in Q2 2026, its #8 holding.
  • First Citizens Bank & Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and has held it in 40 quarters since.
  • First Citizens Bank & Trust's iShares Russell Mid-Cap Growth ETF position peaked at $242M in Q3 2025.
  • 295 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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