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

First Citizens Financial Corp’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.52M	Sell	72,538 -894	-1%	-$99.3K	3.56%	2
2026 Q1	$7.39M	Sell	73,432 -117	-0.2%	-$12K	3.49%	3
2025 Q4	$7.13M	Sell	73,549 -974	-1%	-$93.8K	3.52%	3
2025 Q3	$7.15M	Buy	74,523 +1,658	+2%	+$156K	3.53%	3
2025 Q2	$6.63M	Buy	72,865 +4,036	+6%	+$346K	3.65%	4
2025 Q1	$5.73M	Buy	68,829 +332	+0.5%	+$29.9K	3.24%	5
2024 Q4	$6.23M	Sell	68,497 -733	-1%	-$69K	3.38%	6
2024 Q3	$6.36M	Sell	69,230 -34	-0%	-$3.04K	3.37%	5
2024 Q2	$6.1M	Sell	69,264 -1,036	-1%	-$91.6K	3.61%	5
2024 Q1	$6.41M	Sell	70,300 -113	-0.2%	-$9.43K	3.81%	5
2023 Q4	$5.58M	Sell	70,413 -2,644	-4%	-$194K	3.58%	5
2023 Q3	$5.28M	Sell	73,057 -4,761	-6%	-$359K	3.72%	5
2023 Q2	$5.84M	Buy	+77,818	New	+$5.56M	3.97%	4
2022 Q4	$4.67M	Buy	68,326 +488	+0.7%	+$33.5K	4.03%	7
2022 Q3	$4.28M	Sell	67,838 -96	-0.1%	-$6.63K	4.21%	5
2022 Q2	$4.33M	Buy	67,934 +2,129	+3%	+$150K	3.82%	8
2022 Q1	$5.08M	Buy	65,805 +121	+0.2%	+$9.35K	3.82%	6
2021 Q4	$5.6M	Sell	65,684 -1,157	-2%	-$97K	4.09%	5
2021 Q3	$5.29M	Sell	66,841 -365	-0.5%	-$29.6K	4.22%	5
2021 Q2	$5.44M	Sell	67,206 -57	-0.1%	-$4.58K	4.11%	4
2021 Q1	$5.27M	Sell	67,263 -2,212	-3%	-$170K	4.3%	4
2020 Q4	$5.02M	Sell	69,475 -425	-0.6%	-$28.3K	4.37%	5
2020 Q3	$4.18M	Sell	69,900 -1,520	-2%	-$90.4K	4.14%	6
2020 Q2	$4M	Sell	71,420 -528	-0.7%	-$27.4K	4.17%	6
2020 Q1	$3.21M	Buy	71,948 +1,080	+2%	+$59.4K	4.22%	6
2019 Q4	$4.22M	Buy	+70,868	New	+$4.06M	4.17%	5

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

First Citizens Financial Corp reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.2% in Q2 2026, selling an estimated $99.3K and leaving 72,538 shares worth $8.52M. The position accounts for 3.56% of the portfolio, ranked #2.

First Citizens Financial Corp first reported a position in IJK in Q4 2019 and has held it in 26 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

First Citizens Financial Corp held 72,538 shares of iShares S&P Mid-Cap 400 Growth ETF worth $8.52M as of Q2 2026.
First Citizens Financial Corp sold 894 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $99.3K.
iShares S&P Mid-Cap 400 Growth ETF made up 3.56% of First Citizens Financial Corp's portfolio in Q2 2026, its #2 holding.
First Citizens Financial Corp first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 26 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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