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CZWI · Citizens Community Bancorp Inc.

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$21.02 +0.15 (+0.72%) At close · Aug 28
Russell 2000 member Rebalance outlook locked
Market Cap
$202.85M
Shares
9.65M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding CZWI

107 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 290,835 $6,802,631 0.00%
iShares Russell 2000 ETF 268,519 $6,280,659 0.01%
Regional Bank Fund 276,200 $5,731,150 0.66%
John Hancock Financial Opportunities Fund 169,116 $3,955,623 0.49%
Boston Partners Small Cap Value Fund II 166,175 $3,389,970 0.42%
VANGUARD EXTENDED MARKET INDEX FUND 112,122 $2,622,534 0.00%
iShares Russell 2000 Value ETF 97,263 $2,274,982 0.02%
Fidelity Small Cap Index Fund 84,973 $1,763,190 0.01%
EA Bridgeway Omni Small-Cap Value ETF 71,318 $1,668,128 0.07%
U.S. SMALL CAP VALUE PORTFOLIO 69,575 $1,443,681 0.01%
Omni Small-Cap Value Fund 52,500 $1,227,975 0.09%
Dimensional U.S. Targeted Value ETF 50,028 $1,038,081 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 47,845 $976,038 0.01%
Fidelity Extended Market Index Fund 38,950 $794,580 0.00%
iShares Micro-Cap ETF 32,549 $761,321 0.05%
Dimensional U.S. Small Cap ETF 31,516 $653,957 0.00%
U.S. Targeted Value Portfolio 29,356 $609,137 0.00%
Dimensional US Small Cap Value ETF 28,574 $592,911 0.01%
Victory Integrity Discovery Fund 23,800 $556,682 0.60%
Ultra-Small Company Fund 21,599 $505,201 0.51%
U.S. CORE EQUITY 2 PORTFOLIO 19,561 $405,891 0.00%
Schwab Small-Cap Index Fund 19,522 $405,082 0.01%
Master Small Cap Index Series 16,624 $388,835 0.01%
U.S. MICRO CAP PORTFOLIO 17,524 $363,623 0.00%
Fidelity Total Market Index Fund 16,622 $339,089 0.00%
U.S. CORE EQUITY 1 PORTFOLIO 14,933 $309,860 0.00%
Fidelity Small Cap Value Index Fund 12,373 $289,404 0.01%
Dimensional U.S. Core Equity 2 ETF 13,901 $288,446 0.00%
U.S. SMALL CAP PORTFOLIO 13,832 $287,014 0.00%
Fidelity Series Total Market Index Fund 14,062 $286,865 0.00%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 13,317 $271,667 0.03%
EQ/2000 Managed Volatility Portfolio 11,280 $263,839 0.01%
PGIM Quant Solutions Small-Cap Value Fund 12,500 $259,375 0.06%
Ultra-Small Company Market Fund 10,600 $247,934 0.17%
Dimensional U.S. Marketwide Value ETF 10,355 $214,866 0.00%
Schwab Total Stock Market Index Fund 8,309 $172,412 0.00%
Nuveen Small Cap Blend Index Fund 8,223 $170,627 0.00%
LVIP State Street Small-Cap Index Fund 6,900 $161,391 0.01%
U.S. VECTOR EQUITY PORTFOLIO 7,225 $149,919 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 7,301 $148,940 0.01%
VANGUARD BALANCED INDEX FUND 5,485 $128,294 0.00%
Fidelity Nasdaq Composite Index Fund 6,202 $126,521 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 4,934 $115,406 0.00%
Small Cap Index Fund 4,870 $113,909 0.01%
Bridge Builder Small/Mid Cap Value Fund 4,235 $99,057 0.00%
U.S. Sustainability Core 1 Portfolio 4,179 $86,714 0.00%
Global X Russell 2000 ETF 4,028 $83,581 0.01%
Small-Cap Index Portfolio 3,571 $83,526 0.01%
Avantis U.S. Small Cap Equity ETF 3,930 $80,172 0.00%
Small Cap Index Fund 3,902 $79,601 0.01%
Showing 1–50 of 107 positions
Key facts CIK 1367859 CUSIP 174903104 13F (30d) 79 filings 79 filers Visit website Investor relations

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