Number of Shares
89,117.00
Current Holdings Value*
$10.47 Mil
% of Portfolio
4.08%
Total Estimate Gain
$5.10 Mil
% of Total Estimate Gain
23.49%

First Citizens Asset Management, Inc.'s iShares Russell Mid-Cap Growth ETF Holding Summary

As of 2025-03-31, First Citizens Asset Management, Inc. held 89,117.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $10.47 Mil. This investment constitutes 4.08% of their stock portfolio, and First Citizens Asset Management, Inc. now holds 0.06% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.

The initial trade took place in 2022Q4. And since then First Citizens Asset Management, Inc. has made 3 purchases of IWP, at an average price of $91.35, for a total of 237,584.00 shares. In addition, there have been 6 sales at an average price of $96.03 for 148,467.00 shares. Based on historical transaction data and IWP's current price of $140.77, First Citizens Asset Management, Inc.'s estimated gain on his IWP holdings is $5.10 Mil, reflecting a 23.49% gain to date.

First Citizens Asset Management, Inc. IWP ($140.77) Holding Chart

First Citizens Asset Management, Inc. IWP ($140.77) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1