First Citizens Financial Corp’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
92,630
-10,841
| -10% | -$1.88M | 8.83% | 1 |
|
|
2025
Q1 | $14.5M | Sell |
103,471
-160
| -0.2% | -$22.5K | 8.22% | 1 |
|
|
2024
Q4 | $16.5M | Sell |
103,631
-2,167
| -2% | -$346K | 8.97% | 1 |
|
|
2024
Q3 | $16M | Sell |
105,798
-1,012
| -0.9% | -$153K | 8.49% | 1 |
|
|
2024
Q2 | $16.1M | Buy |
106,810
+811
| +0.8% | +$122K | 9.51% | 1 |
|
|
2024
Q1 | $14.3M | Buy |
105,999
+2,618
| +3% | +$354K | 8.5% | 1 |
|
|
2023
Q4 | $12.7M | Sell |
103,381
-443
| -0.4% | -$54.4K | 8.15% | 1 |
|
|
2023
Q3 | $10.9M | Sell |
103,824
-4,060
| -4% | -$426K | 7.68% | 1 |
|
|
2023
Q2 | $11.7M | Buy |
+107,884
| New | +$11.7M | 7.98% | 1 |
|
|
2022
Q4 | $6.45M | Sell |
86,556
-172
| -0.2% | -$12.8K | 5.57% | 2 |
|
|
2022
Q3 | $6.36M | Sell |
86,728
-119
| -0.1% | -$8.73K | 6.26% | 2 |
|
|
2022
Q2 | $6.94M | Sell |
86,847
-1,585
| -2% | -$127K | 6.12% | 2 |
|
|
2022
Q1 | $9.11M | Buy |
88,432
+1,595
| +2% | +$164K | 6.84% | 2 |
|
|
2021
Q4 | $9.97M | Sell |
86,837
-1,597
| -2% | -$183K | 7.29% | 2 |
|
|
2021
Q3 | $8.96M | Sell |
88,434
-148
| -0.2% | -$15K | 7.15% | 2 |
|
|
2021
Q2 | $8.81M | Sell |
88,582
-3,386
| -4% | -$337K | 6.66% | 2 |
|
|
2021
Q1 | $8.07M | Sell |
91,968
-6,804
| -7% | -$597K | 6.58% | 2 |
|
|
2020
Q4 | $8.4M | Sell |
98,772
-3,996
| -4% | -$340K | 7.33% | 2 |
|
|
2020
Q3 | $7.74M | Sell |
102,768
-4,876
| -5% | -$367K | 7.65% | 2 |
|
|
2020
Q2 | $7.26M | Buy |
107,644
+1,924
| +2% | +$130K | 7.58% | 2 |
|
|
2020
Q1 | $5.4M | Buy |
105,720
+4,756
| +5% | +$243K | 7.1% | 3 |
|
|
2019
Q4 | $5.87M | Buy |
+100,964
| New | +$5.87M | 5.8% | 3 |
|