FIRST CITIZENS INVESTOR SERVICES, INC. - Portfolio overview

FIRST CITIZENS INVESTOR SERVICES, INC. has 23 reported holdings in this dataset, with the latest filing dated 2025-11-04.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. IWY - iShares Russell Top 200 Growth ETF, 29.16%
2. IWX - iShares Russell Top 200 Value ETF, 15.00%
3. AGG - iShares Core US Aggregate Bond ETF, 11.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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