The Analysis of FIRST CITIZENS INVESTOR SERVICES, INC.'s Holdings


Currently, FIRST CITIZENS INVESTOR SERVICES, INC. holds 23 types of securities in its portfolio with a total value $258.8M. In the most recent quarter, they have increased their positions in IWY (+275.7K shares, valued at $75.4M), IWX (+441.7K shares, valued at $38.8M), AGG (+297.8K shares, valued at $29.9M); initiated new positions in IWY (+275.7K shares, valued at $75.4M), IWX (+441.7K shares, valued at $38.8M), AGG (+297.8K shares, valued at $29.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IWY iShares Russell Top 200 Growth ETF275.7K sharesnew addition2025-09-302025-11-04history
IWX iShares Russell Top 200 Value ETF441.7K sharesnew addition2025-09-302025-11-04history
AGG iShares Core US Aggregate Bond ETF297.8K sharesnew addition2025-09-302025-11-04history
VCRB Vanguard Core Bond ETF369.3K sharesnew addition2025-09-302025-11-04history
IEFA iShares Core MSCI EAFE ETF231.4K sharesnew addition2025-09-302025-11-04history
IWS iShares Russell Mid-Cap Value ETF140.8K sharesnew addition2025-09-302025-11-04history
IWP iShares Russell Mid-Cap Growth ETF88.6K sharesnew addition2025-09-302025-11-04history
MUB iShares National Muni Bond ETF87.8K sharesnew addition2025-09-302025-11-04history
Sponsored
IEMG iShares Core MSCI Emerging Markets ETF105.7K sharesnew addition2025-09-302025-11-04history
VTWO Vanguard Russell 2000 ETF63.7K sharesnew addition2025-09-302025-11-04history
DFIS Dimensional International Small Cap ETF80.7K sharesnew addition2025-09-302025-11-04history
SCZ iShares MSCI EAFE Small-Cap ETF30.5K sharesnew addition2025-09-302025-11-04history
AVUV Avantis U.S. Small Cap Value ETF12.5K sharesnew addition2025-09-302025-11-04history
VYMI Vanguard Intl Hi Div Yld Idx ETF10.8K sharesnew addition2025-09-302025-11-04history
VYM Vanguard High Dividend Yield ETF4.2K sharesnew addition2025-09-302025-11-04history
BKLN Invesco Senior Loan ETF22.9K sharesnew addition2025-09-302025-11-04history
Sponsored
IEF iShares 7-10 Year Treasury Bond ETF4.9K sharesnew addition2025-09-302025-11-04history
FALN iShares Fallen Angels USD Bond ETF16.3K sharesnew addition2025-09-302025-11-04history
JNK SPDR Blmbg High Yield Bd ETF4.5K sharesnew addition2025-09-302025-11-04history
ACWI iShares MSCI ACWI ETF3.2K sharesnew addition2025-09-302025-11-04history
MBB iShares MBS ETF3.0K sharesnew addition2025-09-302025-11-04history
VWOB Vanguard Emerging Mkts Govt Bd ETF3.3K sharesnew addition2025-09-302025-11-04history
EBND SPDR Blmbg Em Mkts Lcl Bd ETF10.2K sharesnew addition2025-09-302025-11-04history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available