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 Q3	$208K	Hold	1,297	–	–	0.09%	131
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 $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Financial Corp's IWS Position: Q3 2026 in Review

First Citizens Financial Corp held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 1,297 shares worth $208K. The position accounts for 0.09% of the portfolio, ranked #131.

First Citizens Financial Corp first reported a position in IWS in Q3 2025 and has held it in 3 quarters since. The position peaked at $213K in Q2 2026. 926 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

First Citizens Financial Corp held 1,297 shares of iShares Russell Mid-Cap Value ETF worth $208K as of Q3 2026.
First Citizens Financial Corp left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.09% of First Citizens Financial Corp's portfolio in Q3 2026, its #131 holding.
First Citizens Financial Corp first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
First Citizens Financial Corp's iShares Russell Mid-Cap Value ETF position peaked at $213K in Q2 2026.
926 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.