First Citizens Financial Corp’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02M	Sell	35,636 -24	-0.1%	-$1.46K	0.84%	34
2026 Q1	$2.31M	Sell	35,660 -9	-0%	-$510	1.09%	26
2025 Q4	$1.7M	Sell	35,669 -1,112	-3%	-$52.6K	0.84%	35
2025 Q3	$1.75M	Sell	36,781 -423	-1%	-$19.7K	0.86%	32
2025 Q2	$1.68M	Sell	37,204 -8,845	-19%	-$391K	0.93%	30
2025 Q1	$2.27M	Sell	46,049 -1,417	-3%	-$67.5K	1.28%	22
2024 Q4	$2.16M	Sell	47,466 -1,268	-3%	-$60.8K	1.17%	25
2024 Q3	$2.26M	Sell	48,734 -332	-0.7%	-$15.6K	1.19%	23
2024 Q2	$2.36M	Buy	49,066 +1,863	+4%	+$91K	1.39%	21
2024 Q1	$2.33M	Sell	47,203 -7,155	-13%	-$322K	1.39%	21
2023 Q4	$2.4M	Sell	54,358 -1,774	-3%	-$79.7K	1.54%	21
2023 Q3	$2.66M	Buy	56,132 +1,286	+2%	+$59.3K	1.88%	19
2023 Q2	$2.35M	Buy	+54,846	New	+$2.35M	1.6%	18
2022 Q4	$1.99M	Sell	42,835 -692	-2%	-$32.3K	1.72%	17
2022 Q3	$1.71M	Sell	43,527 -1,103	-2%	-$45.3K	1.68%	18
2022 Q2	$1.7M	Buy	44,630 +131	+0.3%	+$5.56K	1.5%	18
2022 Q1	$1.82M	Buy	44,499 +6,883	+18%	+$254K	1.37%	19
2021 Q4	$1.13M	Sell	37,616 -757	-2%	-$23.3K	0.83%	27
2021 Q3	$1.08M	Buy	38,373 +5,186	+16%	+$139K	0.87%	27
2021 Q2	$965K	Buy	33,187 +1,140	+4%	+$31.7K	0.73%	28
2021 Q1	$841K	Buy	32,047 +3,077	+11%	+$75.7K	0.69%	30
2020 Q4	$586K	Buy	28,970 +2,110	+8%	+$38.7K	0.51%	34
2020 Q3	$429K	Sell	26,860 -1,231	-4%	-$23.3K	0.42%	46
2020 Q2	$562K	Sell	28,091 -630	-2%	-$12.3K	0.59%	36
2020 Q1	$440K	Sell	28,721 -4,945	-15%	-$125K	0.58%	36
2019 Q4	$1.08M	Buy	+33,666	New	+$1.06M	1.07%	19

Other funds holding IYE

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

AGAM

AK Global Asset Management Oakland, California $118M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

First Citizens Financial Corp reduced its iShares US Energy ETF (IYE) stake by 0.07% in Q2 2026, selling an estimated $1.46K and leaving 35,636 shares worth $2.02M. The position accounts for 0.84% of the portfolio, ranked #34.

First Citizens Financial Corp first reported a position in IYE in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.66M in Q3 2023. 55 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

First Citizens Financial Corp held 35,636 shares of iShares US Energy ETF worth $2.02M as of Q2 2026.
First Citizens Financial Corp sold 24 iShares US Energy ETF shares in Q2 2026, an estimated $1.46K.
iShares US Energy ETF made up 0.84% of First Citizens Financial Corp's portfolio in Q2 2026, its #34 holding.
First Citizens Financial Corp first reported a position in iShares US Energy ETF in Q4 2019 and has held it in 26 quarters since.
First Citizens Financial Corp's iShares US Energy ETF position peaked at $2.66M in Q3 2023.
55 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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