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First Citizens Asset Management, Inc.: IWY position timeline

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

First Citizens Asset Management, Inc. held 296,224 IWY 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 296,224 shares
    Change vs previous 13F -6,596 shares

    27.51% of the 13F portfolio, value $86,088,654.

    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 302,820 shares
    Change vs previous 13F +8,834 shares

    26.72% of the 13F portfolio, value $75,353,642.

    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 293,986 shares
    Change vs previous 13F -2,553 shares

    28.47% of the 13F portfolio, value $81,416,459.

    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 296,539 shares
    Change vs previous 13F -1,503 shares

    28.79% of the 13F portfolio, value $81,147,868.

    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 298,042 shares
    Change vs previous 13F +282 shares

    26.05% of the 13F portfolio, value $73,470,220.

    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 297,760 shares
    Change vs previous 13F -9,047 shares

    24.43% of the 13F portfolio, value $62,809,529.

    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 306,807 shares
    Change vs previous 13F +1,321 shares

    26.41% of the 13F portfolio, value $72,182,426.

    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 305,486 shares
    Change vs previous 13F not available

    23.89% of the 13F portfolio, value $67,222,275.

    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).