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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
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

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

First Citizens Financial Corp increased its iShares S&P 500 Growth ETF (IVW) stake by 8.2% in Q2 2026, buying an estimated $206K and bringing the position to 20,621 shares worth $2.84M. The position accounts for 1.19% of the portfolio, ranked #25.

First Citizens Financial Corp first reported a position in IVW in Q4 2020 and has held it in 14 quarters since. 635 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • First Citizens Financial Corp held 20,621 shares of iShares S&P 500 Growth ETF worth $2.84M as of Q2 2026.
  • First Citizens Financial Corp bought 1,558 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $206K.
  • iShares S&P 500 Growth ETF made up 1.19% of First Citizens Financial Corp's portfolio in Q2 2026, its #25 holding.
  • First Citizens Financial Corp first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 14 quarters since.
  • 635 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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