First Citizens Financial Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.83M	Sell	19,920 -701	-3%	-$97.2K	1.19%	23
2026 Q2	$2.84M	Buy	20,621 +1,558	+8%	+$206K	1.19%	25
2026 Q1	$2.16M	Buy	19,063 +2,868	+18%	+$345K	1.02%	30
2025 Q4	$2M	Sell	16,195 -997	-6%	-$122K	0.99%	26
2025 Q3	$2.08M	Buy	17,192 +1,477	+9%	+$170K	1.03%	25
2025 Q2	$1.73M	Buy	15,715 +1,141	+8%	+$113K	0.95%	28
2025 Q1	$1.35M	Buy	14,574 +5,186	+55%	+$523K	0.77%	36
2024 Q4	$953K	Buy	9,388 +314	+3%	+$31.3K	0.52%	47
2024 Q3	$869K	Buy	9,074 +735	+9%	+$67.9K	0.46%	51
2024 Q2	$772K	Buy	8,339 +2,098	+34%	+$181K	0.46%	57
2024 Q1	$527K	Buy	6,241 +162	+3%	+$13K	0.31%	61
2023 Q4	$457K	Buy	+6,079	New	+$433K	0.29%	65
2021 Q4	–	Sell	-2,785	Closed	-$206K	–	106
2021 Q3	$206K	Buy	+2,785	New	+$212K	0.16%	98
2021 Q2	–	Sell	-3,359	Closed	-$219K	–	115
2021 Q1	$219K	Hold	3,359	–	–	0.18%	102
2020 Q4	$214K	Buy	+3,359	New	+$204K	0.19%	99

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

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

First Citizens Financial Corp reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q3 2026, selling an estimated $97.2K and leaving 19,920 shares worth $2.83M. The position accounts for 1.19% of the portfolio, ranked #23.

First Citizens Financial Corp first reported a position in IVW in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.84M in Q2 2026. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

First Citizens Financial Corp held 19,920 shares of iShares S&P 500 Growth ETF worth $2.83M as of Q3 2026.
First Citizens Financial Corp sold 701 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $97.2K.
iShares S&P 500 Growth ETF made up 1.19% of First Citizens Financial Corp's portfolio in Q3 2026, its #23 holding.
First Citizens Financial Corp first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 15 quarters since.
First Citizens Financial Corp's iShares S&P 500 Growth ETF position peaked at $2.84M in Q2 2026.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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