Number of Shares
486,744.00
Current Holdings Value*
$40.00 Mil
% of Portfolio
15.58%
Total Estimate Gain
$12.64 Mil
% of Total Estimate Gain
25.51%

First Citizens Asset Management, Inc.'s iShares Russell Top 200 Value ETF Holding Summary

As of 2025-03-31, First Citizens Asset Management, Inc. held 486,744.00 shares of iShares Russell Top 200 Value ETF(IWX), totaling $40.00 Mil. This investment constitutes 15.58% of their stock portfolio, and First Citizens Asset Management, Inc. now holds 1.51% of the outstanding iShares Russell Top 200 Value ETF(IWX) stock.

The initial trade took place in 2022Q4. And since then First Citizens Asset Management, Inc. has made 5 purchases of IWX, at an average price of $65.04, for a total of 761,700.00 shares. In addition, there have been 4 sales at an average price of $74.89 for 274,956.00 shares. Based on historical transaction data and IWX's current price of $85.43, First Citizens Asset Management, Inc.'s estimated gain on his IWX holdings is $12.64 Mil, reflecting a 25.51% gain to date.

First Citizens Asset Management, Inc. IWX ($85.43) Holding Chart

First Citizens Asset Management, Inc. IWX ($85.43) 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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