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First Citizens Financial Corp’s iShares US Real Estate ETF IYR Stock Holding History

First Citizens Financial Corp’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78M Sell
17,362
-534
-3% -$54.2K 0.74% 41
2026
Q1 		$1.69M Sell
17,896
-812
-4% -$78.9K 0.8% 38
2025
Q4 		$1.76M Sell
18,708
-1,502
-7% -$143K 0.87% 32
2025
Q3 		$1.96M Sell
20,210
-516
-2% -$49.7K 0.97% 27
2025
Q2 		$1.96M Sell
20,726
-4,393
-17% -$410K 1.08% 24
2025
Q1 		$2.41M Sell
25,119
-1,670
-6% -$159K 1.36% 21
2024
Q4 		$2.49M Sell
26,789
-1,833
-6% -$181K 1.35% 22
2024
Q3 		$2.92M Sell
28,622
-3,175
-10% -$306K 1.54% 22
2024
Q2 		$2.79M Sell
31,797
-8,693
-21% -$746K 1.65% 20
2024
Q1 		$3.64M Buy
40,490
+1,053
+3% +$93.1K 2.16% 15
2023
Q4 		$3.6M Sell
39,437
-10,221
-21% -$837K 2.32% 13
2023
Q3 		$3.88M Sell
49,658
-5,671
-10% -$483K 2.73% 10
2023
Q2 		$4.79M Buy
+55,329
New +$4.65M 3.25% 8
2022
Q4 		$5.3M Sell
63,010
-1,398
-2% -$117K 4.58% 3
2022
Q3 		$5.24M Sell
64,408
-606
-0.9% -$57.4K 5.16% 3
2022
Q2 		$5.98M Sell
65,014
-157
-0.2% -$15.7K 5.27% 3
2022
Q1 		$7.05M Sell
65,171
-610
-0.9% -$64.4K 5.3% 3
2021
Q4 		$7.64M Sell
65,781
-1,931
-3% -$212K 5.59% 3
2021
Q3 		$6.93M Sell
67,712
-1,740
-3% -$185K 5.53% 3
2021
Q2 		$7.08M Buy
69,452
+359
+0.5% +$35.6K 5.35% 3
2021
Q1 		$6.35M Sell
69,093
-485
-0.7% -$42.6K 5.18% 3
2020
Q4 		$5.9M Sell
69,578
-4,631
-6% -$386K 5.14% 3
2020
Q3 		$5.92M Sell
74,209
-10,436
-12% -$843K 5.86% 3
2020
Q2 		$6.67M Buy
84,645
+183
+0.2% +$13.9K 6.96% 3
2020
Q1 		$5.88M Buy
84,462
+2,306
+3% +$204K 7.72% 2
2019
Q4 		$7.65M Buy
+82,156
New +$7.62M 7.55% 2

Other funds holding IYR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

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

First Citizens Financial Corp reduced its iShares US Real Estate ETF (IYR) stake by 3% in Q2 2026, selling an estimated $54.2K and leaving 17,362 shares worth $1.78M. The position accounts for 0.74% of the portfolio, ranked #41.

First Citizens Financial Corp first reported a position in IYR in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.65M in Q4 2019. 131 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • First Citizens Financial Corp held 17,362 shares of iShares US Real Estate ETF worth $1.78M as of Q2 2026.
  • First Citizens Financial Corp sold 534 iShares US Real Estate ETF shares in Q2 2026, an estimated $54.2K.
  • iShares US Real Estate ETF made up 0.74% of First Citizens Financial Corp's portfolio in Q2 2026, its #41 holding.
  • First Citizens Financial Corp first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • First Citizens Financial Corp's iShares US Real Estate ETF position peaked at $7.65M in Q4 2019.
  • 131 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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