First Citizens Bank & Trust 13F: Cuts IVV Stake by $3.4M
The bank trimmed its holdings by 4,498 shares, now valued at $220.3 million.
Reviewed by automated data checks against the source filing. How we make and check alerts
First Citizens Bank & Trust sold 4,498 shares from its stake in iShares Core S&P 500 ETF ($IVV), a 1.54% decrease, according to a 13F filing with the SEC dated October 14, 2026. It reported 287,714 shares worth $220.35 million at the end of the quarter.
Since the filing, $IVV is down 0.8% to date (from the $773.09 close on Oct 14, 2026).
Find the original: First Citizens Bank & Trust 13F filings on SEC EDGAR
IVV
iShares Core S&P 500 ETF
Key Points
- First Citizens Bank & Trust cut its position in iShares Core S&P 500 ETF by 4,498 shares, a 1.54% decrease, leaving it with 287,714 shares.
- The iShares Core S&P 500 ETF is trading between its 52-week low of $632.14 and high of $783.09, with a P/E ratio of 25.0.
- The ETF has a dividend yield of 1.06%, and First Citizens' recent filing reflects holdings as of the reporting period.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares Core S&P 500 ETF alert may contain errors. Disclosures
First Citizens Bank & Trust has trimmed its position in the iShares Core S&P 500 ETF (NYSEArca: IVV). The bank reduced its holdings by 4,498 shares, or about 1.54%, bringing its total shares to 287,714. The value of this position is approximately $220.3 million as of the latest reporting period.
First Citizens Bank & Trust vs. the S&P 500
Hypothetical returns from First Citizens Bank & Trust's disclosed trades, not real profit or advice. How we model this.
What Changed in First Citizens Bank & Trust's iShares Core S&P 500 ETF Position
First Citizens Bank & Trust reduced its stake in the iShares Core S&P 500 ETF by 4,498 shares, decreasing its holdings by 1.54%. The bank now holds 287,714 shares, valued at roughly $220.3 million. This adjustment was reported in a recent Form 13F filing with the SEC, reflecting the bank's position at the end of the reporting period.
iShares Core S&P 500 ETF Stock Down 1.3%
The iShares Core S&P 500 ETF, trading on NYSEArca under the ticker IVV, is designed to track the performance of the S&P 500 Index, which represents the large-cap sector of the U.S. equity market. As of Friday, the ETF has a P/E ratio of 25.0. It trades between a 52-week low of $632.14 and a high of $783.09, with a 50-day moving average of $763.54 and a 200-day moving average of $719.90.
Dividend
The iShares Core S&P 500 ETF offers a dividend yield of 1.06%. This yield is a key consideration for income-focused investors looking for steady returns from their ETF investments.
About iShares Core S&P 500 ETF
The iShares Core S&P 500 ETF aims to track the investment results of the S&P 500 Index, which measures the performance of large-cap U.S. equities. The fund includes a wide range of industries, providing broad exposure to the U.S. stock market. Managed by BlackRock, the ETF is a popular choice for investors seeking a diversified, cost-effective way to invest in the U.S. equity market.
Bottom Line
First Citizens Bank & Trust's recent reduction in its iShares Core S&P 500 ETF holdings is a notable move, reflecting a slight adjustment in its investment strategy. Investors often track such filings to gauge institutional sentiment about major market indices. It's important to remember that these filings are backward-looking and may not reflect the bank's current position.
Related Filing Alerts
Source: First Citizens Bank & Trust's 13F filing on $IVV (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: First Citizens Bank & Trust 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts