First Citizens Asset Management, Inc. IWS Holdings History
First Citizens Asset Management, Inc.'s iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, First Citizens Asset Management, Inc. held 130,936.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $16.49 Mil. This investment constitutes 6.42% of their stock portfolio, and First Citizens Asset Management, Inc. now holds 0.13% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2022Q4. And since then First Citizens Asset Management, Inc. has made 5 purchases of IWS, at an average price of $105.43, for a total of 336,453.00 shares. In addition, there have been 4 sales at an average price of $112.95 for 205,517.00 shares. Based on historical transaction data and IWS's current price of $136.67, First Citizens Asset Management, Inc.'s estimated gain on his IWS holdings is $5.63 Mil, reflecting a 15.88% gain to date.
First Citizens Asset Management, Inc. IWS ($136.67) Holding Chart
First Citizens Asset Management, Inc. IWS ($136.67) 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 % | |||
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