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First Citizens Bank & Trust’s iShares Russell Top 200 Value ETF IWX Stock Holding History

First Citizens Bank & Trust’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$288M Sell
2,625,157
-1,888,904
-42% -$209M 4.27% 4
2026
Q2 		$475M Sell
4,514,061
-1,413,973
-24% -$143M 7.1% 3
2026
Q1 		$549M Sell
5,928,034
-55,500
-0.9% -$5.28M 11.57% 1
2025
Q4 		$550M Buy
5,983,534
+77,178
+1% +$6.93M 11.47% 1
2025
Q3 		$519M Sell
5,906,356
-301,583
-5% -$25.9M 11.19% 1
2025
Q2 		$523M Buy
6,207,939
+365,856
+6% +$29.4M 9.46% 2
2025
Q1 		$480M Buy
5,842,083
+71,367
+1% +$5.87M 12.19% 1
2024
Q4 		$456M Sell
5,770,716
-543,469
-9% -$44.6M 8.37% 3
2024
Q3 		$513M Sell
6,314,185
-337,626
-5% -$26.3M 11.28% 2
2024
Q2 		$498M Sell
6,651,811
-3,052
-0% -$228K 9.39% 2
2024
Q1 		$508M Buy
6,654,863
+920,968
+16% +$66.6M 9.73% 2
2023
Q4 		$402M Sell
5,733,895
-607,331
-10% -$40.3M 7.31% 4
2023
Q3 		$415M Sell
6,341,226
-517,013
-8% -$35.1M 8.07% 3
2023
Q2 		$463M Buy
6,858,239
+1,172,468
+21% +$77.1M 8.5% 3
2023
Q1 		$370M Buy
5,685,771
+1,584,294
+39% +$104M 7.39% 3
2022
Q4 		$266M Sell
4,101,477
-291,467
-7% -$18.6M 8.07% 4
2022
Q3 		$254M Sell
4,392,944
-1,211,683
-22% -$77M 8.32% 4
2022
Q2 		$346M Buy
5,604,627
+1,435,834
+34% +$94.7M 12.25% 2
2022
Q1 		$290M Sell
4,168,793
-19,135
-0.5% -$1.32M 11.28% 2
2021
Q4 		$293M Sell
4,187,928
-362,242
-8% -$24.8M 11.48% 2
2021
Q3 		$299M Buy
4,550,170
+156,128
+4% +$10.5M 14.27% 2
2021
Q2 		$292M Sell
4,394,042
-652,630
-13% -$43.3M 13.84% 2
2021
Q1 		$321M Buy
5,046,672
+115,167
+2% +$7M 15.16% 2
2020
Q4 		$286M Buy
4,931,505
+2,211,713
+81% +$121M 14.58% 2
2020
Q3 		$139M Buy
2,719,792
+1,371,032
+102% +$70.3M 9.78% 2
2020
Q2 		$65.9M Buy
+1,348,760
New +$65.1M 5.5% 2

Other funds holding IWX

RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

First Citizens Bank & Trust's IWX Position: Q3 2026 in Review

First Citizens Bank & Trust reduced its iShares Russell Top 200 Value ETF (IWX) stake by 42% in Q3 2026, selling an estimated $209M and leaving 2,625,157 shares worth $288M. The position accounts for 4.27% of the portfolio, ranked #4.

First Citizens Bank & Trust first reported a position in IWX in Q2 2020 and has held it in 26 quarters since. The position peaked at $550M in Q4 2025. 21 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • First Citizens Bank & Trust held 2,625,157 shares of iShares Russell Top 200 Value ETF worth $288M as of Q3 2026.
  • First Citizens Bank & Trust sold 1,888,904 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $209M.
  • iShares Russell Top 200 Value ETF made up 4.27% of First Citizens Bank & Trust's portfolio in Q3 2026, its #4 holding.
  • First Citizens Bank & Trust first reported a position in iShares Russell Top 200 Value ETF in Q2 2020 and has held it in 26 quarters since.
  • First Citizens Bank & Trust's iShares Russell Top 200 Value ETF position peaked at $550M in Q4 2025.
  • 21 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.