First Citizens Financial Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$574K	Sell	767 -11	-1%	-$8.01K	0.24%	86
2026 Q1	$508K	Buy	778 +352	+83%	+$240K	0.24%	91
2025 Q4	$292K	Sell	426 -4	-0.9%	-$2.72K	0.14%	108
2025 Q3	$288K	Hold	430	–	–	0.14%	106
2025 Q2	$267K	Hold	430	–	–	0.15%	107
2025 Q1	$242K	Buy	430 +9	+2%	+$5.32K	0.14%	107
2024 Q4	$248K	Hold	421	–	–	0.13%	104
2024 Q3	$243K	Hold	421	–	–	0.13%	104
2024 Q2	$230K	Buy	+421	New	+$221K	0.14%	105

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

First Citizens Financial Corp's IVV Position: Q2 2026 in Review

First Citizens Financial Corp reduced its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q2 2026, selling an estimated $8.01K and leaving 767 shares worth $574K. The position accounts for 0.24% of the portfolio, ranked #86.

First Citizens Financial Corp first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

First Citizens Financial Corp held 767 shares of iShares Core S&P 500 ETF worth $574K as of Q2 2026.
First Citizens Financial Corp sold 11 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.01K.
iShares Core S&P 500 ETF made up 0.24% of First Citizens Financial Corp's portfolio in Q2 2026, its #86 holding.
First Citizens Financial Corp first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.