First Citizens Financial Corp’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.09M	Sell	39,701 -199	-0.5%	-$27K	2.14%	13
2026 Q2	$5.45M	Sell	39,900 -503	-1%	-$64.9K	2.28%	11
2026 Q1	$4.79M	Sell	40,403 -69	-0.2%	-$8.34K	2.26%	13
2025 Q4	$4.6M	Sell	40,472 -120	-0.3%	-$13.4K	2.27%	13
2025 Q3	$4.49M	Buy	40,592 +373	+0.9%	+$39.6K	2.22%	13
2025 Q2	$4M	Buy	40,219 +652	+2%	+$61.6K	2.2%	13
2025 Q1	$3.86M	Sell	39,567 -135	-0.3%	-$14.2K	2.18%	12
2024 Q4	$4.31M	Sell	39,702 -337	-0.8%	-$37.4K	2.34%	14
2024 Q3	$4.31M	Sell	40,039 -44	-0.1%	-$4.57K	2.28%	15
2024 Q2	$3.9M	Sell	40,083 -507	-1%	-$49.8K	2.31%	13
2024 Q1	$4.17M	Sell	40,590 -73	-0.2%	-$7.24K	2.48%	12
2023 Q4	$4.19M	Sell	40,663 -1,407	-3%	-$128K	2.69%	10
2023 Q3	$3.75M	Sell	42,070 -3,573	-8%	-$340K	2.65%	12
2023 Q2	$4.34M	Buy	+45,643	New	+$4.17M	2.95%	11
2022 Q4	$3.44M	Buy	37,708 +291	+0.8%	+$26.8K	2.97%	10
2022 Q3	$3.08M	Buy	37,417 +64	+0.2%	+$5.92K	3.04%	12
2022 Q2	$3.33M	Sell	37,353 -805	-2%	-$77.2K	2.93%	12
2022 Q1	$3.91M	Buy	38,158 +170	+0.4%	+$17.3K	2.93%	13
2021 Q4	$3.97M	Sell	37,988 -309	-0.8%	-$32.4K	2.9%	13
2021 Q3	$3.86M	Sell	38,297 -92	-0.2%	-$9.29K	3.08%	13
2021 Q2	$4.05M	Sell	38,389 -140	-0.4%	-$14.6K	3.06%	13
2021 Q1	$3.88M	Sell	38,529 -1,611	-4%	-$153K	3.17%	12
2020 Q4	$3.26M	Sell	40,140 -454	-1%	-$33K	2.85%	13
2020 Q3	$2.48M	Sell	40,594 -330	-0.8%	-$20.7K	2.46%	13
2020 Q2	$2.46M	Buy	40,924 +1,422	+4%	+$79.7K	2.57%	12
2020 Q1	$1.97M	Buy	39,502 +780	+2%	+$54.1K	2.59%	12
2019 Q4	$3.11M	Buy	+38,722	New	+$3M	3.07%	11

Other funds holding IJS

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

CWM

Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return

First Citizens Financial Corp's IJS Position: Q3 2026 in Review

First Citizens Financial Corp reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.5% in Q3 2026, selling an estimated $27K and leaving 39,701 shares worth $5.09M. The position accounts for 2.14% of the portfolio, ranked #13.

First Citizens Financial Corp first reported a position in IJS in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.45M in Q2 2026. 278 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

First Citizens Financial Corp held 39,701 shares of iShares S&P Small-Cap 600 Value ETF worth $5.09M as of Q3 2026.
First Citizens Financial Corp sold 199 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $27K.
iShares S&P Small-Cap 600 Value ETF made up 2.14% of First Citizens Financial Corp's portfolio in Q3 2026, its #13 holding.
First Citizens Financial Corp first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 27 quarters since.
First Citizens Financial Corp's iShares S&P Small-Cap 600 Value ETF position peaked at $5.45M in Q2 2026.
278 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.