First Citizens Financial Corp’s iShares US Basic Materials ETF IYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59M	Sell	8,845 -76	-0.9%	-$13.9K	0.66%	43
2026 Q1	$1.57M	Sell	8,921 -47	-0.5%	-$8.22K	0.74%	41
2025 Q4	$1.38M	Sell	8,968 -159	-2%	-$23.5K	0.68%	43
2025 Q3	$1.35M	Sell	9,127 -235	-3%	-$34.3K	0.67%	42
2025 Q2	$1.31M	Sell	9,362 -1,989	-18%	-$264K	0.72%	39
2025 Q1	$1.53M	Sell	11,351 -182	-2%	-$24.8K	0.87%	31
2024 Q4	$1.5M	Sell	11,533 -1,785	-13%	-$258K	0.81%	30
2024 Q3	$2M	Sell	13,318 -77	-0.6%	-$11K	1.06%	27
2024 Q2	$1.88M	Sell	13,395 -144	-1%	-$20.7K	1.11%	23
2024 Q1	$2M	Sell	13,539 -177	-1%	-$24.3K	1.19%	24
2023 Q4	$1.9M	Sell	13,716 -302	-2%	-$38.8K	1.22%	23
2023 Q3	$1.77M	Buy	14,018 +88	+0.6%	+$11.6K	1.25%	22
2023 Q2	$1.85M	Buy	+13,930	New	+$1.79M	1.26%	22
2022 Q4	$1.68M	Buy	13,463 +5	+0%	+$615	1.45%	19
2022 Q3	$1.46M	Sell	13,458 -285	-2%	-$34.2K	1.43%	19
2022 Q2	$1.62M	Buy	13,743 +176	+1%	+$24.3K	1.43%	19
2022 Q1	$2.03M	Buy	13,567 +1,287	+10%	+$178K	1.52%	18
2021 Q4	$1.72M	Sell	12,280 -236	-2%	-$31.8K	1.26%	20
2021 Q3	$1.56M	Buy	12,516 +783	+7%	+$102K	1.24%	19
2021 Q2	$1.53M	Buy	11,733 +201	+2%	+$26.9K	1.16%	19
2021 Q1	$1.45M	Buy	11,532 +473	+4%	+$56.5K	1.18%	19
2020 Q4	$1.25M	Buy	11,059 +355	+3%	+$37.8K	1.09%	19
2020 Q3	$1.06M	Buy	10,704 +67	+0.6%	+$6.58K	1.05%	20
2020 Q2	$949K	Buy	10,637 +45	+0.4%	+$3.72K	0.99%	21
2020 Q1	$734K	Buy	10,592 +517	+5%	+$44.5K	0.96%	23
2019 Q4	$987K	Buy	+10,075	New	+$947K	0.97%	22

Other funds holding IYM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

First Citizens Financial Corp reduced its iShares US Basic Materials ETF (IYM) stake by 0.85% in Q2 2026, selling an estimated $13.9K and leaving 8,845 shares worth $1.59M. The position accounts for 0.66% of the portfolio, ranked #43.

First Citizens Financial Corp first reported a position in IYM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.03M in Q1 2022. 58 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

First Citizens Financial Corp held 8,845 shares of iShares US Basic Materials ETF worth $1.59M as of Q2 2026.
First Citizens Financial Corp sold 76 iShares US Basic Materials ETF shares in Q2 2026, an estimated $13.9K.
iShares US Basic Materials ETF made up 0.66% of First Citizens Financial Corp's portfolio in Q2 2026, its #43 holding.
First Citizens Financial Corp first reported a position in iShares US Basic Materials ETF in Q4 2019 and has held it in 26 quarters since.
First Citizens Financial Corp's iShares US Basic Materials ETF position peaked at $2.03M in Q1 2022.
58 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

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