First Citizens Financial Corp’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.79M | Sell |
56,145
-7,570
| -12% | -$916K | 3.74% | 3 |
|
|
2025
Q1 | $7.19M | Sell |
63,715
-155
| -0.2% | -$17.5K | 4.07% | 3 |
|
|
2024
Q4 | $7.06M | Sell |
63,870
-999
| -2% | -$110K | 3.83% | 3 |
|
|
2024
Q3 | $6.74M | Sell |
64,869
-1,043
| -2% | -$108K | 3.57% | 4 |
|
|
2024
Q2 | $6.23M | Sell |
65,912
-1,187
| -2% | -$112K | 3.69% | 4 |
|
|
2024
Q1 | $6.42M | Sell |
67,099
-472
| -0.7% | -$45.1K | 3.81% | 4 |
|
|
2023
Q4 | $5.77M | Sell |
67,571
-3,729
| -5% | -$318K | 3.71% | 4 |
|
|
2023
Q3 | $5.33M | Sell |
71,300
-3,261
| -4% | -$244K | 3.76% | 4 |
|
|
2023
Q2 | $5.56M | Buy |
+74,561
| New | +$5.56M | 3.78% | 6 |
|
|
2022
Q4 | $4.69M | Sell |
62,140
-455
| -0.7% | -$34.3K | 4.05% | 6 |
|
|
2022
Q3 | $4.23M | Buy |
62,595
+138
| +0.2% | +$9.32K | 4.16% | 7 |
|
|
2022
Q2 | $4.37M | Buy |
62,457
+154
| +0.2% | +$10.8K | 3.85% | 7 |
|
|
2022
Q1 | $5.27M | Buy |
62,303
+2,966
| +5% | +$251K | 3.95% | 5 |
|
|
2021
Q4 | $5.14M | Sell |
59,337
-1,373
| -2% | -$119K | 3.76% | 7 |
|
|
2021
Q3 | $5.01M | Buy |
60,710
+1,659
| +3% | +$137K | 4% | 7 |
|
|
2021
Q2 | $4.79M | Buy |
59,051
+300
| +0.5% | +$24.3K | 3.62% | 9 |
|
|
2021
Q1 | $4.4M | Sell |
58,751
-2,497
| -4% | -$187K | 3.59% | 9 |
|
|
2020
Q4 | $4.05M | Buy |
61,248
+366
| +0.6% | +$24.2K | 3.53% | 9 |
|
|
2020
Q3 | $3.45M | Sell |
60,882
-422
| -0.7% | -$23.9K | 3.42% | 9 |
|
|
2020
Q2 | $3.38M | Sell |
61,304
-20
| -0% | -$1.1K | 3.52% | 7 |
|
|
2020
Q1 | $2.98M | Buy |
61,324
+688
| +1% | +$33.5K | 3.92% | 7 |
|
|
2019
Q4 | $4.18M | Buy |
+60,636
| New | +$4.18M | 4.13% | 6 |
|