First Citizens Bank & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.1M | Sell |
155,078
-9,907
| -6% | -$1.04M | 0.26% | 60 |
|
|
2026
Q1 | $16M | Sell |
164,985
-9,283
| -5% | -$927K | 0.34% | 53 |
|
|
2025
Q4 | $16.8M | Buy |
174,268
+2,321
| +1% | +$223K | 0.35% | 52 |
|
|
2025
Q3 | $16.6M | Buy |
171,947
+7,557
| +5% | +$716K | 0.36% | 47 |
|
|
2025
Q2 | $15.1M | Buy |
164,390
+14,924
| +10% | +$1.29M | 0.27% | 48 |
|
|
2025
Q1 | $12.7M | Sell |
149,466
-5,286
| -3% | -$471K | 0.32% | 47 |
|
|
2024
Q4 | $13.7M | Buy |
154,752
+1,591
| +1% | +$144K | 0.25% | 41 |
|
|
2024
Q3 | $13.5M | Sell |
153,161
-21,406
| -12% | -$1.8M | 0.3% | 52 |
|
|
2024
Q2 | $14.2M | Sell |
174,567
-4,878
| -3% | -$397K | 0.27% | 45 |
|
|
2024
Q1 | $15.1M | Buy |
179,445
+30,302
| +20% | +$2.4M | 0.29% | 43 |
|
|
2023
Q4 | $11.6M | Buy |
149,143
+13,295
| +10% | +$944K | 0.21% | 48 |
|
|
2023
Q3 | $9.41M | Sell |
135,848
-41,872
| -24% | -$3.05M | 0.18% | 49 |
|
|
2023
Q2 | $13M | Sell |
177,720
-31,474
| -15% | -$2.19M | 0.24% | 40 |
|
|
2023
Q1 | $14.6M | Sell |
209,194
-245,489
| -54% | -$17.3M | 0.29% | 26 |
|
|
2022
Q4 | $30.7M | Buy |
454,683
+13,506
| +3% | +$911K | 0.93% | 15 |
|
|
2022
Q3 | $27.4M | Sell |
441,177
-139,052
| -24% | -$9.56M | 0.9% | 12 |
|
|
2022
Q2 | $37.5M | Buy |
580,229
+53,354
| +10% | +$3.8M | 1.33% | 11 |
|
|
2022
Q1 | $41.1M | Buy |
526,875
+28,602
| +6% | +$2.2M | 1.6% | 9 |
|
|
2021
Q4 | $41.4M | Buy |
498,273
+33,566
| +7% | +$2.76M | 1.62% | 11 |
|
|
2021
Q3 | $36.4M | Sell |
464,707
-24,574
| -5% | -$1.97M | 1.74% | 8 |
|
|
2021
Q2 | $38.8M | Sell |
489,281
-6,588
| -1% | -$511K | 1.84% | 8 |
|
|
2021
Q1 | $36.7M | Sell |
495,869
-48,061
| -9% | -$3.47M | 1.73% | 8 |
|
|
2020
Q4 | $37.3M | Buy |
543,930
+1,361
| +0.3% | +$86.7K | 1.9% | 8 |
|
|
2020
Q3 | $31.1M | Buy |
542,569
+46,164
| +9% | +$2.63M | 2.19% | 7 |
|
|
2020
Q2 | $26.6M | Buy |
496,405
+63,655
| +15% | +$3.19M | 2.22% | 9 |
|
|
2020
Q1 | $18.7M | Buy |
432,750
+283,680
| +190% | +$15.6M | 2.26% | 8 |
|
|
2019
Q4 | $8.89M | Buy |
149,070
+4,824
| +3% | +$277K | 0.86% | 29 |
|
|
2019
Q3 | $8.07M | Buy |
144,246
+4,200
| +3% | +$235K | 0.97% | 20 |
|
|
2019
Q2 | $7.82M | Buy |
140,046
+16,376
| +13% | +$898K | 0.85% | 23 |
|
|
2019
Q1 | $6.67M | Buy |
123,670
+15,851
| +15% | +$821K | 0.74% | 27 |
|
|
2018
Q4 | $5.01M | Buy |
107,819
+39,051
| +57% | +$1.97M | 0.61% | 39 |
|
|
2018
Q3 | $3.79M | Sell |
68,768
-40
| -0.1% | -$2.19K | 0.42% | 59 |
|
|
2018
Q2 | $3.65M | Buy |
68,808
+2,676
| +4% | +$141K | 0.45% | 57 |
|
|
2018
Q1 | $3.41M | Buy |
66,132
+1,212
| +2% | +$63.9K | 0.46% | 59 |
|
|
2017
Q4 | $3.38M | Sell |
64,920
-14,424
| -18% | -$732K | 0.45% | 61 |
|
|
2017
Q3 | $3.91M | Sell |
79,344
-8
| -0% | -$386 | 0.51% | 53 |
|
|
2017
Q2 | $3.81M | Buy |
79,352
+15,080
| +23% | +$715K | 0.49% | 52 |
|
|
2017
Q1 | $3.01M | Buy |
64,272
+11,692
| +22% | +$542K | 0.36% | 87 |
|
|
2016
Q4 | $2.35M | Buy |
52,580
+2,180
| +4% | +$95.3K | 0.26% | 115 |
|
|
2016
Q3 | $2.2M | Sell |
50,400
-3,704
| -7% | -$161K | 0.2% | 120 |
|
|
2016
Q2 | $2.27M | Buy |
54,104
+3,808
| +8% | +$157K | 0.2% | 109 |
|
|
2016
Q1 | $2.05M | Sell |
50,296
-12,308
| -20% | -$468K | 0.17% | 107 |
|
|
2015
Q4 | $2.51M | Sell |
62,604
-17,220
| -22% | -$702K | 0.18% | 106 |
|
|
2015
Q3 | $3.1M | Buy |
79,824
+1,724
| +2% | +$71.4K | 0.23% | 100 |
|
|
2015
Q2 | $3.33M | Buy |
78,100
+10,876
| +16% | +$473K | 0.23% | 106 |
|
|
2015
Q1 | $2.91M | Buy |
+67,224
| New | +$2.86M | 0.2% | 111 |
|
|
2013
Q3 | – | Sell |
-6,776
| Closed | -$220K | – | 1054 |
|
|
2013
Q2 | $220K | Buy |
+6,776
| New | +$220K | 0.01% | 966 |
|
Other funds holding IWR
First Citizens Bank & Trust's IWR Position: Q2 2026 in Review
First Citizens Bank & Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6% in Q2 2026, selling an estimated $1.04M and leaving 155,078 shares worth $17.1M. The position accounts for 0.26% of the portfolio, ranked #60.
First Citizens Bank & Trust first reported a position in IWR in Q2 2013 and has held it in 47 quarters since. The position peaked at $41.4M in Q4 2021. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- First Citizens Bank & Trust held 155,078 shares of iShares Russell Mid-Cap ETF worth $17.1M as of Q2 2026.
- First Citizens Bank & Trust sold 9,907 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.04M.
- iShares Russell Mid-Cap ETF made up 0.26% of First Citizens Bank & Trust's portfolio in Q2 2026, its #60 holding.
- First Citizens Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 47 quarters since.
- First Citizens Bank & Trust's iShares Russell Mid-Cap ETF position peaked at $41.4M in Q4 2021.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.