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CITIZENS FINANCIAL GROUP INC/RI: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CITIZENS FINANCIAL GROUP INC/RI on IWV, newest first. How the timeline and the estimate are built.

CITIZENS FINANCIAL GROUP INC/RI held 54,790 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,790 shares
    Change vs previous 13F +593 shares

    0.28% of the 13F portfolio, value $23,362,616.

    13F-HR 0000759944-26-000156 filed by CITIZENS FINANCIAL GROUP INC/RI
    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 54,197 shares
    Change vs previous 13F -2,143 shares

    0.28% of the 13F portfolio, value $20,089,790.

    13F-HR 0000759944-26-000099 filed by CITIZENS FINANCIAL GROUP INC/RI
    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 56,340 shares
    Change vs previous 13F -837 shares

    0.29% of the 13F portfolio, value $21,794,975.

    13F-HR 0000759944-26-000023 filed by CITIZENS FINANCIAL GROUP INC/RI
    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 57,177 shares
    Change vs previous 13F -548 shares

    0.3% of the 13F portfolio, value $21,666,485.

    13F-HR 0000759944-25-000146 filed by CITIZENS FINANCIAL GROUP INC/RI
    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 57,725 shares
    Change vs previous 13F -3,792 shares

    0.33% of the 13F portfolio, value $20,261,629.

    13F-HR 0000759944-25-000112 filed by CITIZENS FINANCIAL GROUP INC/RI
    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 61,517 shares
    Change vs previous 13F +8,081 shares

    0.39% of the 13F portfolio, value $19,540,269.

    13F-HR 0000759944-25-000074 filed by CITIZENS FINANCIAL GROUP INC/RI
    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 53,436 shares
    Change vs previous 13F +3,622 shares

    0.35% of the 13F portfolio, value $17,861,063.

    13F-HR 0000759944-25-000010 filed by CITIZENS FINANCIAL GROUP INC/RI
    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 49,814 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $16,275,765.

    13F-HR 0000759944-24-000181 filed by CITIZENS FINANCIAL GROUP INC/RI
    Filed (acceptance time not in the bulk data set), ingested

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