First Citizens Financial Corp’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.92M	Sell	54,297 -32	-0.1%	-$3.97K	2.89%	5
2026 Q1	$6.39M	Sell	54,329 -94	-0.2%	-$11.7K	3.02%	5
2025 Q4	$7.02M	Sell	54,423 -1,573	-3%	-$197K	3.47%	4
2025 Q3	$7.09M	Sell	55,996 -149	-0.3%	-$18.4K	3.51%	4
2025 Q2	$6.79M	Sell	56,145 -7,570	-12%	-$853K	3.74%	3
2025 Q1	$7.19M	Sell	63,715 -155	-0.2%	-$17.8K	4.07%	3
2024 Q4	$7.06M	Sell	63,870 -999	-2%	-$111K	3.83%	3
2024 Q3	$6.74M	Sell	64,869 -1,043	-2%	-$105K	3.57%	4
2024 Q2	$6.23M	Sell	65,912 -1,187	-2%	-$111K	3.69%	4
2024 Q1	$6.42M	Sell	67,099 -472	-0.7%	-$42K	3.81%	4
2023 Q4	$5.77M	Sell	67,571 -3,729	-5%	-$291K	3.71%	4
2023 Q3	$5.33M	Sell	71,300 -3,261	-4%	-$251K	3.76%	4
2023 Q2	$5.56M	Buy	+74,561	New	+$5.38M	3.78%	6
2022 Q4	$4.69M	Sell	62,140 -455	-0.7%	-$34.1K	4.05%	6
2022 Q3	$4.23M	Buy	62,595 +138	+0.2%	+$10.2K	4.16%	7
2022 Q2	$4.37M	Buy	62,457 +154	+0.2%	+$11.7K	3.85%	7
2022 Q1	$5.27M	Buy	62,303 +2,966	+5%	+$255K	3.95%	5
2021 Q4	$5.14M	Sell	59,337 -1,373	-2%	-$120K	3.76%	7
2021 Q3	$5.01M	Buy	60,710 +1,659	+3%	+$138K	4%	7
2021 Q2	$4.79M	Buy	59,051 +300	+0.5%	+$24.1K	3.62%	9
2021 Q1	$4.4M	Sell	58,751 -2,497	-4%	-$178K	3.59%	9
2020 Q4	$4.05M	Buy	61,248 +366	+0.6%	+$22.6K	3.53%	9
2020 Q3	$3.45M	Sell	60,882 -422	-0.7%	-$24.2K	3.42%	9
2020 Q2	$3.38M	Sell	61,304 -20	-0%	-$1.07K	3.52%	7
2020 Q1	$2.98M	Buy	61,324 +688	+1%	+$43.5K	3.92%	7
2019 Q4	$4.18M	Buy	+60,636	New	+$4.02M	4.13%	6

Other funds holding IYF

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MFG

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

KCM

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

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

First Citizens Financial Corp reduced its iShares US Financials ETF (IYF) stake by 0.06% in Q2 2026, selling an estimated $3.97K and leaving 54,297 shares worth $6.92M. The position accounts for 2.89% of the portfolio, ranked #5.

First Citizens Financial Corp first reported a position in IYF in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.19M in Q1 2025. 124 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

First Citizens Financial Corp held 54,297 shares of iShares US Financials ETF worth $6.92M as of Q2 2026.
First Citizens Financial Corp sold 32 iShares US Financials ETF shares in Q2 2026, an estimated $3.97K.
iShares US Financials ETF made up 2.89% of First Citizens Financial Corp's portfolio in Q2 2026, its #5 holding.
First Citizens Financial Corp first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 26 quarters since.
First Citizens Financial Corp's iShares US Financials ETF position peaked at $7.19M in Q1 2025.
124 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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