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First Citizens Asset Management, Inc.: IWX position timeline

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

First Citizens Asset Management, Inc. held 550,641 IWX 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 550,641 shares
    Change vs previous 13F +36,913 shares

    18.51% of the 13F portfolio, value $57,905,455.

    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 513,728 shares
    Change vs previous 13F +26,245 shares

    16.88% of the 13F portfolio, value $47,607,206.

    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 487,483 shares
    Change vs previous 13F +1,153 shares

    15.66% of the 13F portfolio, value $44,780,190.

    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 486,330 shares
    Change vs previous 13F -28,207 shares

    15.16% of the 13F portfolio, value $42,738,680.

    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 514,537 shares
    Change vs previous 13F +27,525 shares

    15.36% of the 13F portfolio, value $43,318,902.

    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 487,012 shares
    Change vs previous 13F +1,430 shares

    15.57% of the 13F portfolio, value $40,022,686.

    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 485,582 shares
    Change vs previous 13F -40,605 shares

    14.04% of the 13F portfolio, value $38,375,577.

    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 526,187 shares
    Change vs previous 13F not available

    15.19% of the 13F portfolio, value $42,763,181.

    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).