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First Citizens Investor Services

Latest statistics and disclosures from First Citizens Investor Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001051487

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Positions held by First Citizens Investor Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for First Citizens Investor Services

First Citizens Investor Services holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
iShares Russell Top 200 Growth ETF Etf (IWY)	29.2	$75M	276k	273.65	View chart
iShares Russell Top 200 Value ETF Etf (IWX)	15.0	$39M	442k	87.88	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	11.5	$30M	298k	100.25	View chart
Vanguard Core Bond ETF Etf (VCRB)	11.2	$29M	369k	78.41	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	7.8	$20M	231k	87.31	View chart
iShares Russell Mid-Cap Value ETF Etf (IWS)	7.6	$20M	141k	139.67	View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP)	4.9	$13M	89k	142.41	View chart
iShares National Muni Bond ETF Etf (MUB)	3.6	$9.3M	88k	106.49	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	2.7	$7.0M	106k	65.92	View chart
Vanguard Russell 2000 ETF Etf (VTWO)	2.4	$6.2M	64k	97.82	View chart
Dimensional International Small Cap ETF Etf (DFIS)	1.0	$2.6M	81k	31.63	View chart
iShares MSCI EAFE Small-Cap ETF Etf (SCZ)	0.9	$2.3M	31k	76.72	View chart
Avantis U.S. Small Cap Value ETF Etf (AVUV)	0.5	$1.2M	13k	99.53	View chart
Vanguard Intl Hi Div Yld Idx ETF Etf (VYMI)	0.4	$916k	11k	84.68	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.2	$586k	4.2k	140.95	View chart
Invesco Senior Loan ETF Etf (BKLN)	0.2	$480k	23k	20.93	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.2	$477k	4.9k	96.46	View chart
iShares Fallen Angels USD Bond ETF Etf (FALN)	0.2	$453k	16k	27.78	View chart
SPDR Blmbg High Yield Bd ETF Etf (JNK)	0.2	$443k	4.5k	97.99	View chart
iShares MSCI ACWI ETF Etf (ACWI)	0.2	$439k	3.2k	138.24	View chart
iShares MBS ETF Etf (MBB)	0.1	$288k	3.0k	95.15	View chart
Vanguard Emerging Mkts Govt Bd ETF Etf (VWOB)	0.1	$222k	3.3k	66.90	View chart
SPDR Blmbg Em Mkts Lcl Bd ETF Etf (EBND)	0.1	$218k	10k	21.36	View chart

Past Filings by First Citizens Investor Services

SEC 13F filings are viewable for First Citizens Investor Services going back to 2025

First Citizens Investor Services 2025 Q3 filed Nov. 4, 2025

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