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First Citizens Bank & Trust’s iShares US Financials ETF IYF Stock Holding History

First Citizens Bank & Trust’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$825K Buy
6,472
+42
+0.7% +$5.21K 0.01% 348
2026
Q1 		$757K Hold
6,430
– – 0.02% 354
2025
Q4 		$829K Buy
+6,430
New +$804K 0.02% 324

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Citizens Bank & Trust's IYF Position: Q2 2026 in Review

First Citizens Bank & Trust increased its iShares US Financials ETF (IYF) stake by 0.65% in Q2 2026, buying an estimated $5.21K and bringing the position to 6,472 shares worth $825K. The position accounts for 0.01% of the portfolio, ranked #348.

First Citizens Bank & Trust first reported a position in IYF in Q4 2025 and has held it in 3 quarters since. The position peaked at $829K in Q4 2025. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • First Citizens Bank & Trust held 6,472 shares of iShares US Financials ETF worth $825K as of Q2 2026.
  • First Citizens Bank & Trust bought 42 iShares US Financials ETF shares in Q2 2026, an estimated $5.21K.
  • iShares US Financials ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #348 holding.
  • First Citizens Bank & Trust first reported a position in iShares US Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • First Citizens Bank & Trust's iShares US Financials ETF position peaked at $829K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.