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First Citizens Financial Corp’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

First Citizens Financial Corp’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.4M Sell
50,093
-350
-0.7% -$49.5K 3.09% 4
2026
Q1 		$6.68M Sell
50,443
-550
-1% -$75.3K 3.16% 4
2025
Q4 		$6.71M Sell
50,993
-289
-0.6% -$37.6K 3.31% 5
2025
Q3 		$6.65M Buy
51,282
+1,077
+2% +$138K 3.29% 5
2025
Q2 		$6.2M Buy
50,205
+2,820
+6% +$332K 3.41% 5
2025
Q1 		$5.67M Buy
47,385
+163
+0.3% +$20.4K 3.21% 7
2024
Q4 		$5.9M Sell
47,222
-605
-1% -$77.2K 3.2% 8
2024
Q3 		$5.91M Sell
47,827
-80
-0.2% -$9.51K 3.13% 7
2024
Q2 		$5.44M Sell
47,907
-618
-1% -$70.5K 3.22% 6
2024
Q1 		$5.74M Sell
48,525
-90
-0.2% -$10.1K 3.41% 6
2023
Q4 		$5.54M Sell
48,615
-1,960
-4% -$202K 3.56% 6
2023
Q3 		$5.1M Sell
50,575
-3,098
-6% -$331K 3.6% 6
2023
Q2 		$5.75M Buy
+53,673
New +$5.45M 3.91% 5
2022
Q4 		$4.76M Buy
47,271
+255
+0.5% +$25.5K 4.12% 5
2022
Q3 		$4.23M Sell
47,016
-80
-0.2% -$7.96K 4.16% 6
2022
Q2 		$4.45M Buy
47,096
+1,388
+3% +$142K 3.92% 6
2022
Q1 		$5.01M Buy
45,708
+56
+0.1% +$6.04K 3.76% 7
2021
Q4 		$5.05M Sell
45,652
-830
-2% -$90.3K 3.69% 8
2021
Q3 		$4.79M Buy
46,482
+866
+2% +$91K 3.82% 9
2021
Q2 		$4.8M Sell
45,616
-68
-0.1% -$7.26K 3.63% 8
2021
Q1 		$4.66M Sell
45,684
-970
-2% -$92.6K 3.8% 8
2020
Q4 		$4.03M Sell
46,654
-320
-0.7% -$25.1K 3.51% 10
2020
Q3 		$3.17M Sell
46,974
-400
-0.8% -$27.6K 3.13% 11
2020
Q2 		$3.15M Buy
47,374
+924
+2% +$58K 3.29% 9
2020
Q1 		$2.55M Buy
46,450
+1,028
+2% +$77.3K 3.35% 9
2019
Q4 		$3.88M Buy
+45,422
New +$3.73M 3.83% 8

Other funds holding IJJ

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

First Citizens Financial Corp's IJJ Position: Q2 2026 in Review

First Citizens Financial Corp reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.69% in Q2 2026, selling an estimated $49.5K and leaving 50,093 shares worth $7.4M. The position accounts for 3.09% of the portfolio, ranked #4.

First Citizens Financial Corp first reported a position in IJJ in Q4 2019 and has held it in 26 quarters since. 209 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • First Citizens Financial Corp held 50,093 shares of iShares S&P Mid-Cap 400 Value ETF worth $7.4M as of Q2 2026.
  • First Citizens Financial Corp sold 350 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $49.5K.
  • iShares S&P Mid-Cap 400 Value ETF made up 3.09% of First Citizens Financial Corp's portfolio in Q2 2026, its #4 holding.
  • First Citizens Financial Corp first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.