First Citizens Financial Corp’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

First Citizens Financial Corp’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$213K	Buy	+1,297	New	+$205K	0.09%	134
2025 Q4	–	Sell	-1,475	Closed	-$206K	–	133
2025 Q3	$206K	Buy	+1,475	New	+$202K	0.1%	133

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Citizens Financial Corp's IWS Position: Q2 2026 in Review

First Citizens Financial Corp opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,297 shares worth $213K. The stake represents 0.09% of the portfolio and ranks #134 among its holdings. This is a return to the name: First Citizens Financial Corp previously reported a position in IWS as recently as Q3 2025.

First Citizens Financial Corp first reported a position in IWS in Q3 2025 and has held it in 2 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

First Citizens Financial Corp held 1,297 shares of iShares Russell Mid-Cap Value ETF worth $213K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new First Citizens Financial Corp position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.09% of First Citizens Financial Corp's portfolio in Q2 2026, its #134 holding.
First Citizens Financial Corp first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.