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First Citizens Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History

First Citizens Bank & Trust’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-584
Closed -$216K – 664
2026
Q1 		$216K Sell
584
-121
-17% -$46.8K ﹤0.01% 619
2025
Q4 		$273K Buy
705
+17
+2% +$6.52K 0.01% 572
2025
Q3 		$261K Sell
688
-8
-1% -$2.92K 0.01% 567
2025
Q2 		$244K Sell
696
-91
-12% -$29.6K ﹤0.01% 569
2025
Q1 		$250K Sell
787
-377
-32% -$126K 0.01% 423
2024
Q4 		$389K Sell
1,164
-5
-0.4% -$1.68K 0.01% 348
2024
Q3 		$382K Sell
1,169
-30
-3% -$9.44K 0.01% 349
2024
Q2 		$370K Buy
1,199
+22
+2% +$6.57K 0.01% 346
2024
Q1 		$353K Sell
1,177
-979
-45% -$279K 0.01% 350
2023
Q4 		$590K Buy
2,156
+834
+63% +$213K 0.01% 238
2023
Q3 		$324K Sell
1,322
-6
-0.5% -$1.53K 0.01% 283
2023
Q2 		$338K Sell
1,328
-392
-23% -$94.3K 0.01% 284
2023
Q1 		$405K Sell
1,720
-302
-15% -$69.7K 0.01% 248
2022
Q4 		$446K Buy
2,022
+51
+3% +$11.3K 0.01% 223
2022
Q3 		$408K Sell
1,971
-397
-17% -$91.3K 0.01% 229
2022
Q2 		$515K Sell
2,368
-266
-10% -$63K 0.02% 219
2022
Q1 		$691K Sell
2,634
-25
-0.9% -$6.47K 0.03% 195
2021
Q4 		$738K Sell
2,659
-1,522
-36% -$412K 0.03% 197
2021
Q3 		$1.07M Buy
4,181
+17
+0.4% +$4.45K 0.05% 161
2021
Q2 		$1.07M Sell
4,164
-752
-15% -$187K 0.05% 157
2021
Q1 		$1.17M Sell
4,916
-969
-16% -$225K 0.06% 177
2020
Q4 		$1.32M Sell
5,885
-141
-2% -$29.6K 0.07% 157
2020
Q3 		$1.18M Sell
6,026
-57,711
-91% -$11.2M 0.08% 174
2020
Q2 		$11.5M Buy
+63,737
New +$10.8M 0.96% 20
2019
Q2 		– Sell
-1,875
Closed -$313K – 428
2019
Q1 		$313K Hold
1,875
– – 0.03% 354
2018
Q4 		$275K Hold
1,875
– – 0.03% 316
2018
Q3 		$323K Sell
1,875
-1,000
-35% -$169K 0.04% 311
2018
Q2 		$467K Hold
2,875
– – 0.06% 235
2018
Q1 		$449K Buy
+2,875
New +$464K 0.06% 237

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

First Citizens Bank & Trust sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 584 shares — an estimated $216K sold.

First Citizens Bank & Trust first reported a position in IWV in Q1 2018 and held it in 29 quarters. The position peaked at $11.5M in Q2 2020. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • First Citizens Bank & Trust reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • First Citizens Bank & Trust sold 584 iShares Russell 3000 ETF shares in Q2 2026, an estimated $216K.
  • First Citizens Bank & Trust first reported a position in iShares Russell 3000 ETF in Q1 2018 and held it in 29 quarters.
  • First Citizens Bank & Trust's iShares Russell 3000 ETF position peaked at $11.5M in Q2 2020.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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