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

Currently, FIRST CITIZENS INVESTOR SERVICES, INC. holds 23 types of securities in its portfolio with a total value $262.2M. In the most recent quarter, they have increased their positions in VCRB (+10.0K shares, valued at $781.5K), VYMI (+2.0K shares, valued at $179.8K), IWP (+1.3K shares, valued at $176.7K); decreased their positions in IWY (-2.8K shares, valued at $764.4K), IEFA (-3.4K shares, valued at $307.7K), MUB (-1.9K shares, valued at $200.1K).

1M P&L

+8.3M+3.07%

3M P&L

+10.4M+3.88%

HY P&L

+19.9M+7.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A261.7M

100.0%

Top Industries by Stock Count

1N/A22 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWY iShares Russell Top 200 Growth ETF272.9K shares-1.00%2025-12-312026-01-30

IWX iShares Russell Top 200 Value ETF443.0K shares0.27%2025-12-312026-01-30

AGG iShares Core US Aggregate Bond ETF296.6K shares-0.42%2025-12-312026-01-30

VCRB Vanguard Core Bond ETF379.3K shares2.72%2025-12-312026-01-30

IEFA iShares Core MSCI EAFE ETF227.9K shares-1.49%2025-12-312026-01-30

IWS iShares Russell Mid-Cap Value ETF141.5K shares0.50%2025-12-312026-01-30

IWP iShares Russell Mid-Cap Growth ETF89.9K shares1.46%2025-12-312026-01-30

MUB iShares National Muni Bond ETF85.9K shares-2.13%2025-12-312026-01-30

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IEMG iShares Core MSCI Emerging Markets ETF103.4K shares-2.16%2025-12-312026-01-30

VTWO Vanguard Russell 2000 ETF63.2K shares-0.79%2025-12-312026-01-30

DFIS Dimensional Intern Small Cap ETF82.5K shares2.20%2025-12-312026-01-30

SCZ iShares MSCI EAFE Small-Cap ETF30.2K shares-0.89%2025-12-312026-01-30

AVUV Avantis U.S. Small Cap Value ETF12.7K shares1.73%2025-12-312026-01-30

VYMI Vanguard Intl Hi Div Yld Idx ETF12.8K shares18.48%2025-12-312026-01-30

VYM Vanguard High Dividend Yield ETF4.8K shares15.48%2025-12-312026-01-30

IEF iShares 7-10 Year Treasury Bond ETF6.3K shares27.61%2025-12-312026-01-30

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BKLN Invesco Senior Loan ETF25.4K shares10.92%2025-12-312026-01-30

FALN iShares Fallen Angels USD Bond ETF18.7K shares15.01%2025-12-312026-01-30

SPDR Blmbg High Yield Bd ETF SPDR Blmbg High Yield Bd ETF5.2K shares15.42%2025-12-312026-01-30

ACWI iShares MSCI ACWI ETF2.9K shares-8.78%2025-12-312026-01-30

MBB iShares MBS ETF3.5K shares17.12%2025-12-312026-01-30

VWOB Vanguard Emerging Mkts Govt Bd ETF4.0K shares19.50%2025-12-312026-01-30

EBND SPDR Blmbg Em Mkts Lcl Bd ETF12.4K shares21.53%2025-12-312026-01-30

IWY

iShares Russell Top 200 Growth ETF

-1.00%

Shares272.9K

Event2025-12-31

Filed2026-01-30

IWX

iShares Russell Top 200 Value ETF

0.27%

Shares443.0K

Event2025-12-31

Filed2026-01-30

AGG

iShares Core US Aggregate Bond ETF

-0.42%

Shares296.6K

Event2025-12-31

Filed2026-01-30

VCRB

Vanguard Core Bond ETF

2.72%

Shares379.3K

Event2025-12-31

Filed2026-01-30

IEFA

iShares Core MSCI EAFE ETF

-1.49%

Shares227.9K

Event2025-12-31

Filed2026-01-30

IWS

iShares Russell Mid-Cap Value ETF

0.50%

Shares141.5K

Event2025-12-31

Filed2026-01-30

IWP

iShares Russell Mid-Cap Growth ETF

1.46%

Shares89.9K

Event2025-12-31

Filed2026-01-30

MUB

iShares National Muni Bond ETF

-2.13%

Shares85.9K

Event2025-12-31

Filed2026-01-30

IEMG

iShares Core MSCI Emerging Markets ETF

-2.16%

Shares103.4K

Event2025-12-31

Filed2026-01-30

VTWO

Vanguard Russell 2000 ETF

-0.79%

Shares63.2K

Event2025-12-31

Filed2026-01-30

DFIS

Dimensional Intern Small Cap ETF

2.20%

Shares82.5K

Event2025-12-31

Filed2026-01-30

SCZ

iShares MSCI EAFE Small-Cap ETF

-0.89%

Shares30.2K

Event2025-12-31

Filed2026-01-30

AVUV

Avantis U.S. Small Cap Value ETF

1.73%

Shares12.7K

Event2025-12-31

Filed2026-01-30

VYMI

Vanguard Intl Hi Div Yld Idx ETF

18.48%

Shares12.8K

Event2025-12-31

Filed2026-01-30

VYM

Vanguard High Dividend Yield ETF

15.48%

Shares4.8K

Event2025-12-31

Filed2026-01-30

IEF

iShares 7-10 Year Treasury Bond ETF

27.61%

Shares6.3K

Event2025-12-31

Filed2026-01-30

BKLN

Invesco Senior Loan ETF

10.92%

Shares25.4K

Event2025-12-31

Filed2026-01-30

FALN

iShares Fallen Angels USD Bond ETF

15.01%

Shares18.7K

Event2025-12-31

Filed2026-01-30

SPDR Blmbg High Yield Bd ETF

15.42%

Shares5.2K

Event2025-12-31

Filed2026-01-30

ACWI

iShares MSCI ACWI ETF

-8.78%

Shares2.9K

Event2025-12-31

Filed2026-01-30

MBB

iShares MBS ETF

17.12%

Shares3.5K

Event2025-12-31

Filed2026-01-30

VWOB

Vanguard Emerging Mkts Govt Bd ETF

19.50%

Shares4.0K

Event2025-12-31

Filed2026-01-30

EBND

SPDR Blmbg Em Mkts Lcl Bd ETF

21.53%

Shares12.4K

Event2025-12-31

Filed2026-01-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available