First Citizens Financial Corp’s iShares US Consumer Staples ETF IYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.77M	Sell	38,154 -258	-0.7%	-$18.4K	1.16%	26
2026 Q1	$2.69M	Sell	38,412 -254	-0.7%	-$18.3K	1.27%	23
2025 Q4	$2.59M	Sell	38,666 -929	-2%	-$63.1K	1.28%	22
2025 Q3	$2.71M	Sell	39,595 -130	-0.3%	-$9.07K	1.34%	18
2025 Q2	$2.8M	Sell	39,725 -4,929	-11%	-$347K	1.54%	17
2025 Q1	$3.2M	Sell	44,654 -270	-0.6%	-$18.3K	1.81%	16
2024 Q4	$2.95M	Sell	44,924 -401	-0.9%	-$27.5K	1.6%	19
2024 Q3	$3.2M	Sell	45,325 -19	-0%	-$1.31K	1.69%	17
2024 Q2	$2.98M	Buy	45,344 +91	+0.2%	+$6.05K	1.76%	18
2024 Q1	$3.06M	Sell	45,253 -251	-0.6%	-$16.4K	1.82%	20
2023 Q4	$2.91M	Buy	45,504 +105	+0.2%	+$6.53K	1.87%	18
2023 Q3	$2.82M	Buy	45,399 +549	+1%	+$36.3K	1.99%	17
2023 Q2	$2.99M	Buy	+44,850	New	+$3.01M	2.04%	15
2022 Q4	$2.58M	Sell	38,166 -513	-1%	-$33.8K	2.23%	15
2022 Q3	$2.32M	Sell	38,679 -513	-1%	-$33.7K	2.28%	15
2022 Q2	$2.55M	Sell	39,192 -834	-2%	-$56.1K	2.25%	15
2022 Q1	$2.67M	Buy	40,026 +1,176	+3%	+$78.3K	2.01%	16
2021 Q4	$2.59M	Sell	38,850 -567	-1%	-$35.5K	1.9%	16
2021 Q3	$2.36M	Buy	39,417 +231	+0.6%	+$14.2K	1.88%	14
2021 Q2	$2.4M	Buy	39,186 +249	+0.6%	+$15K	1.82%	15
2021 Q1	$2.3M	Sell	38,937 -2,106	-5%	-$123K	1.87%	14
2020 Q4	$2.37M	Sell	41,043 -30	-0.1%	-$1.59K	2.07%	15
2020 Q3	$2.04M	Sell	41,073 -1,317	-3%	-$62.9K	2.02%	15
2020 Q2	$1.8M	Buy	42,390 +780	+2%	+$31.5K	1.88%	15
2020 Q1	$1.5M	Buy	41,610 +4,041	+11%	+$171K	1.97%	14
2019 Q4	$1.67M	Buy	+37,569	New	+$1.61M	1.65%	14

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

First Citizens Financial Corp reduced its iShares US Consumer Staples ETF (IYK) stake by 0.67% in Q2 2026, selling an estimated $18.4K and leaving 38,154 shares worth $2.77M. The position accounts for 1.16% of the portfolio, ranked #26.

First Citizens Financial Corp first reported a position in IYK in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.2M in Q3 2024. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

First Citizens Financial Corp held 38,154 shares of iShares US Consumer Staples ETF worth $2.77M as of Q2 2026.
First Citizens Financial Corp sold 258 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $18.4K.
iShares US Consumer Staples ETF made up 1.16% of First Citizens Financial Corp's portfolio in Q2 2026, its #26 holding.
First Citizens Financial Corp first reported a position in iShares US Consumer Staples ETF in Q4 2019 and has held it in 26 quarters since.
First Citizens Financial Corp's iShares US Consumer Staples ETF position peaked at $3.2M in Q3 2024.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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