Number of Shares
297,595.00
Current Holdings Value*
$62.77 Mil
% of Portfolio
24.45%
Total Estimate Gain
$41.22 Mil
% of Total Estimate Gain
67.50%

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

As of 2025-03-31, First Citizens Asset Management, Inc. held 297,595.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $62.77 Mil. This investment constitutes 24.45% of their stock portfolio, and First Citizens Asset Management, Inc. now holds 0.53% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.

The initial trade took place in 2022Q4. And since then First Citizens Asset Management, Inc. has made 4 purchases of IWY, at an average price of $139.71, for a total of 437,027.00 shares. In addition, there have been 5 sales at an average price of $191.29 for 139,432.00 shares. Based on historical transaction data and IWY's current price of $254.04, First Citizens Asset Management, Inc.'s estimated gain on his IWY holdings is $41.22 Mil, reflecting a 67.50% gain to date.

First Citizens Asset Management, Inc. IWY ($254.04) Holding Chart

First Citizens Asset Management, Inc. IWY ($254.04) 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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