First Citizens Investor Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

First Citizens Investor Services’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$12.3M	Buy	89,930 +1,290	+1%	+$180K	4.7%	7
2025 Q3	$12.6M	Buy	+88,640	New	+$12.5M	4.88%	7

Other funds holding IWP

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

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

First Citizens Investor Services's IWP Position: Q4 2025 in Review

First Citizens Investor Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.5% in Q4 2025, buying an estimated $180K and bringing the position to 89,930 shares worth $12.3M. The position accounts for 4.7% of the portfolio, ranked #7.

First Citizens Investor Services first reported a position in IWP in Q3 2025 and has held it in 2 quarters since. The position peaked at $12.6M in Q3 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

First Citizens Investor Services held 89,930 shares of iShares Russell Mid-Cap Growth ETF worth $12.3M as of Q4 2025.
First Citizens Investor Services bought 1,290 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $180K.
iShares Russell Mid-Cap Growth ETF made up 4.7% of First Citizens Investor Services's portfolio in Q4 2025, its #7 holding.
First Citizens Investor Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
First Citizens Investor Services's iShares Russell Mid-Cap Growth ETF position peaked at $12.6M in Q3 2025.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on First Citizens Investor Services's 13F filing for Q4 2025, filed 30 Jan 2026.