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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Hold
430
0.15% 107
2025
Q1
$242K Buy
430
+9
+2% +$5.06K 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 +$230K 0.14% 105