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 Q3	$587K	Hold	767	–	–	0.25%	83
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

First Citizens Financial Corp's IVV Position: Q3 2026 in Review

First Citizens Financial Corp held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 767 shares worth $587K. The position accounts for 0.25% of the portfolio, ranked #83.

First Citizens Financial Corp first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. 1,674 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

First Citizens Financial Corp held 767 shares of iShares Core S&P 500 ETF worth $587K as of Q3 2026.
First Citizens Financial Corp left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.25% of First Citizens Financial Corp's portfolio in Q3 2026, its #83 holding.
First Citizens Financial Corp first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
1,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.