First Citizens Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $261K | Sell |
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|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $590K | Buy |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $405K | Sell |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $515K | Sell |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $738K | Sell |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.32M | Sell |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $11.5M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $313K | Hold |
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|
2018
Q4 | $275K | Hold |
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|
2018
Q3 | $323K | Sell |
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|
2018
Q2 | $467K | Hold |
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|
2018
Q1 | $449K | Buy |
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