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 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

First Citizens Bank & Trust reduced its iShares Russell Top 200 Value ETF (IWX) stake by 24% in Q2 2026, selling an estimated $143M and leaving 4,514,061 shares worth $475M. The position accounts for 7.1% of the portfolio, ranked #3.

First Citizens Bank & Trust first reported a position in IWX in Q2 2020 and has held it in 25 quarters since. The position peaked at $550M in Q4 2025. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

First Citizens Bank & Trust held 4,514,061 shares of iShares Russell Top 200 Value ETF worth $475M as of Q2 2026.
First Citizens Bank & Trust sold 1,413,973 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $143M.
iShares Russell Top 200 Value ETF made up 7.1% of First Citizens Bank & Trust's portfolio in Q2 2026, its #3 holding.
First Citizens Bank & Trust first reported a position in iShares Russell Top 200 Value ETF in Q2 2020 and has held it in 25 quarters since.
First Citizens Bank & Trust's iShares Russell Top 200 Value ETF position peaked at $550M in Q4 2025.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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