First Citizens Financial Corp’s iShares S&P 500 Value ETF IVE Stock Holding History

First Citizens Financial Corp’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,431	Closed	-$273K	–	125
2024 Q4	$273K	Sell	1,431 -15	-1%	-$2.98K	0.15%	97
2024 Q3	$285K	Hold	1,446	–	–	0.15%	97
2024 Q2	$263K	Hold	1,446	–	–	0.16%	95
2024 Q1	$270K	Hold	1,446	–	–	0.16%	95
2023 Q4	$251K	Hold	1,446	–	–	0.16%	99
2023 Q3	$222K	Hold	1,446	–	–	0.16%	106
2023 Q2	$233K	Buy	+1,446	New	+$222K	0.16%	101
2022 Q4	$210K	Buy	+1,446	New	+$206K	0.18%	93
2022 Q3	–	Sell	-1,469	Closed	-$202K	–	99
2022 Q2	$202K	Sell	1,469 -55	-4%	-$8.12K	0.18%	96
2022 Q1	$237K	Sell	1,524 -18	-1%	-$2.77K	0.18%	93
2021 Q4	$242K	Sell	1,542 -119	-7%	-$18.1K	0.18%	94
2021 Q3	$242K	Hold	1,661	–	–	0.19%	90
2021 Q2	$245K	Hold	1,661	–	–	0.19%	99
2021 Q1	$235K	Hold	1,661	–	–	0.19%	97
2020 Q4	$213K	Buy	+1,661	New	+$201K	0.19%	100

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Citizens Financial Corp's IVE Position: Q1 2025 in Review

First Citizens Financial Corp sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 1,431 shares — an estimated $273K sold.

First Citizens Financial Corp first reported a position in IVE in Q4 2020 and held it in 15 quarters. The position peaked at $285K in Q3 2024. 1,539 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

First Citizens Financial Corp reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
First Citizens Financial Corp sold 1,431 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $273K.
First Citizens Financial Corp first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 15 quarters.
First Citizens Financial Corp's iShares S&P 500 Value ETF position peaked at $285K in Q3 2024.
1,539 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on First Citizens Financial Corp's 13F filing for Q1 2025, filed 3 Apr 2025.