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FIRST CITIZENS BANK & TRUST CO: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST CITIZENS BANK & TRUST CO on IWD, newest first. How the timeline and the estimate are built.

FIRST CITIZENS BANK & TRUST CO held 63,291 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,291 shares
    Change vs previous 13F -8,914 shares

    0.23% of the 13F portfolio, value $15,343,636.

    13F-HR 0001092203-26-000003 filed by FIRST CITIZENS BANK & TRUST CO
    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 72,205 shares
    Change vs previous 13F +1,617 shares

    0.32% of the 13F portfolio, value $15,428,041.

    13F-HR 0001092203-26-000002 filed by FIRST CITIZENS BANK & TRUST CO
    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 70,588 shares
    Change vs previous 13F +559 shares

    0.31% of the 13F portfolio, value $14,847,478.

    13F-HR 0001092203-26-000001 filed by FIRST CITIZENS BANK & TRUST CO
    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 70,029 shares
    Change vs previous 13F +676 shares

    0.31% of the 13F portfolio, value $14,257,203.

    13F-HR 0001092203-25-000007 filed by FIRST CITIZENS BANK & TRUST CO
    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 69,353 shares
    Change vs previous 13F -74 shares

    0.24% of the 13F portfolio, value $13,470,432.

    13F-HR 0001092203-25-000004 filed by FIRST CITIZENS BANK & TRUST CO
    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 69,427 shares
    Change vs previous 13F -278 shares

    0.33% of the 13F portfolio, value $13,063,383.

    13F-HR 0001092203-25-000003 filed by FIRST CITIZENS BANK & TRUST CO
    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 69,705 shares
    Change vs previous 13F -7,625 shares

    0.24% of the 13F portfolio, value $12,904,486.

    13F-HR 0001092203-25-000002 filed by FIRST CITIZENS BANK & TRUST CO
    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 77,330 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $14,677,233.

    13F-HR 0001092203-24-000006 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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