The Analysis of FIRST CITIZENS INVESTOR SERVICES, INC.'s Holdings
Currently, FIRST CITIZENS INVESTOR SERVICES, INC. holds 23 types of securities in its portfolio with a total value $262.2M. In the most recent quarter, they have increased their positions in VCRB (+10.0K shares, valued at $781.5K), VYMI (+2.0K shares, valued at $179.8K), IWP (+1.3K shares, valued at $176.7K); decreased their positions in IWY (-2.8K shares, valued at $764.4K), IEFA (-3.4K shares, valued at $307.7K), MUB (-1.9K shares, valued at $200.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWY iShares Russell Top 200 Growth ETF272.9K shares-1.00%2025-12-312026-01-30
IWX iShares Russell Top 200 Value ETF443.0K shares0.27%2025-12-312026-01-30 AGG iShares Core US Aggregate Bond ETF296.6K shares-0.42%2025-12-312026-01-30 VCRB Vanguard Core Bond ETF379.3K shares2.72%2025-12-312026-01-30 IEFA iShares Core MSCI EAFE ETF227.9K shares-1.49%2025-12-312026-01-30 IWS iShares Russell Mid-Cap Value ETF141.5K shares0.50%2025-12-312026-01-30 IWP iShares Russell Mid-Cap Growth ETF89.9K shares1.46%2025-12-312026-01-30 MUB iShares National Muni Bond ETF85.9K shares-2.13%2025-12-312026-01-30 IEMG iShares Core MSCI Emerging Markets ETF103.4K shares-2.16%2025-12-312026-01-30 VTWO Vanguard Russell 2000 ETF63.2K shares-0.79%2025-12-312026-01-30 DFIS Dimensional Intern Small Cap ETF82.5K shares2.20%2025-12-312026-01-30 SCZ iShares MSCI EAFE Small-Cap ETF30.2K shares-0.89%2025-12-312026-01-30 AVUV Avantis U.S. Small Cap Value ETF12.7K shares1.73%2025-12-312026-01-30 VYMI Vanguard Intl Hi Div Yld Idx ETF12.8K shares18.48%2025-12-312026-01-30 VYM Vanguard High Dividend Yield ETF4.8K shares15.48%2025-12-312026-01-30 IEF iShares 7-10 Year Treasury Bond ETF6.3K shares27.61%2025-12-312026-01-30 BKLN Invesco Senior Loan ETF25.4K shares10.92%2025-12-312026-01-30 FALN iShares Fallen Angels USD Bond ETF18.7K shares15.01%2025-12-312026-01-30 ACWI iShares MSCI ACWI ETF2.9K shares-8.78%2025-12-312026-01-30 MBB iShares MBS ETF3.5K shares17.12%2025-12-312026-01-30 VWOB Vanguard Emerging Mkts Govt Bd ETF4.0K shares19.50%2025-12-312026-01-30 EBND SPDR Blmbg Em Mkts Lcl Bd ETF12.4K shares21.53%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available