First Citizens Financial Corp’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
20,726
-4,393
| -17% | -$416K | 1.08% | 24 |
|
|
2025
Q1 | $2.41M | Sell |
25,119
-1,670
| -6% | -$160K | 1.36% | 21 |
|
|
2024
Q4 | $2.49M | Sell |
26,789
-1,833
| -6% | -$171K | 1.35% | 22 |
|
|
2024
Q3 | $2.92M | Sell |
28,622
-3,175
| -10% | -$323K | 1.54% | 22 |
|
|
2024
Q2 | $2.79M | Sell |
31,797
-8,693
| -21% | -$763K | 1.65% | 20 |
|
|
2024
Q1 | $3.64M | Buy |
40,490
+1,053
| +3% | +$94.7K | 2.16% | 15 |
|
|
2023
Q4 | $3.6M | Sell |
39,437
-10,221
| -21% | -$934K | 2.32% | 13 |
|
|
2023
Q3 | $3.88M | Sell |
49,658
-5,671
| -10% | -$443K | 2.73% | 10 |
|
|
2023
Q2 | $4.79M | Buy |
+55,329
| New | +$4.79M | 3.25% | 8 |
|
|
2022
Q4 | $5.31M | Sell |
63,010
-1,398
| -2% | -$118K | 4.58% | 3 |
|
|
2022
Q3 | $5.24M | Sell |
64,408
-606
| -0.9% | -$49.3K | 5.16% | 3 |
|
|
2022
Q2 | $5.98M | Sell |
65,014
-157
| -0.2% | -$14.4K | 5.27% | 3 |
|
|
2022
Q1 | $7.05M | Sell |
65,171
-610
| -0.9% | -$66K | 5.3% | 3 |
|
|
2021
Q4 | $7.64M | Sell |
65,781
-1,931
| -3% | -$224K | 5.59% | 3 |
|
|
2021
Q3 | $6.93M | Sell |
67,712
-1,740
| -3% | -$178K | 5.53% | 3 |
|
|
2021
Q2 | $7.08M | Buy |
69,452
+359
| +0.5% | +$36.6K | 5.35% | 3 |
|
|
2021
Q1 | $6.35M | Sell |
69,093
-485
| -0.7% | -$44.6K | 5.18% | 3 |
|
|
2020
Q4 | $5.9M | Sell |
69,578
-4,631
| -6% | -$392K | 5.14% | 3 |
|
|
2020
Q3 | $5.93M | Sell |
74,209
-10,436
| -12% | -$833K | 5.86% | 3 |
|
|
2020
Q2 | $6.67M | Buy |
84,645
+183
| +0.2% | +$14.4K | 6.96% | 3 |
|
|
2020
Q1 | $5.88M | Buy |
84,462
+2,306
| +3% | +$160K | 7.72% | 2 |
|
|
2019
Q4 | $7.65M | Buy |
+82,156
| New | +$7.65M | 7.55% | 2 |
|