Skip to content
Disclosery

First Citizens Asset Management, Inc.: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Citizens Asset Management, Inc. on IWD, newest first. How the timeline and the estimate are built.

First Citizens Asset Management, Inc. held 2,471 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,471 shares
    Change vs previous 13F +99 shares

    0.19% of the 13F portfolio, value $599,044.

    13F-HR 0001964116-26-000017 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,372 shares
    Change vs previous 13F +19 shares

    0.18% of the 13F portfolio, value $506,825.

    13F-HR 0001964116-26-000002 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,353 shares
    Change vs previous 13F -4 shares

    0.17% of the 13F portfolio, value $494,930.

    13F-HR 0001964116-26-000001 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 2,357 shares
    Change vs previous 13F +128 shares

    0.17% of the 13F portfolio, value $479,862.

    13F-HR/A 0001964116-26-000014 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 2,229 shares
    Change vs previous 13F +25 shares

    0.15% of the 13F portfolio, value $432,939.

    13F-HR/A 0001964116-26-000013 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 2,204 shares
    Change vs previous 13F -10 shares

    0.16% of the 13F portfolio, value $414,705.

    13F-HR/A 0001964116-26-000012 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 2,214 shares
    Change vs previous 13F +26 shares

    0.15% of the 13F portfolio, value $409,878.

    13F-HR/A 0001964116-26-000011 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 2,188 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $415,282.

    13F-HR/A 0001964116-26-000010 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).