§ 13F · FUND PROFILE
FIRST CITIZENS INVESTOR SERVICES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $259M (13F)Positions · 23Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWY | iShares Russell Top 200 Growth ETF | 273K | $76M | 28.8% | −1% |
| 2 | IWX | iShares Russell Top 200 Value ETF | 443K | $41M | 15.5% | ±0% |
| 3 | AGG | iShares Core US Aggregate Bond ETF | 297K | $30M | 11.3% | ±0% |
| 4 | VCRB | Vanguard Core Bond ETF | 379K | $30M | 11.3% | +3% |
| 5 | IEFA | iShares Core MSCI EAFE ETF | 228K | $20M | 7.8% | −1% |
| 6 | IWS | iShares Russell Mid-Cap Value ETF | 141K | $20M | 7.6% | ±0% |
| 7 | IWP | iShares Russell Mid-Cap Growth ETF | 90K | $12M | 4.7% | +1% |
| 8 | MUB | iShares National Muni Bond ETF | 86K | $9M | 3.5% | −2% |
| 9 | IEMG | iShares Core MSCI Emerging Markets ETF | 103K | $7M | 2.7% | −2% |
| 10 | VTWO | Vanguard Russell 2000 ETF | 63K | $6M | 2.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
FIRST CITIZENS INVESTOR SERVICES, INC. is a Other fund managing $259 million in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed