First Citizens Financial Corp’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.5M	Sell	89,186 -831	-0.9%	-$191K	9.4%	1
2026 Q1	$16.3M	Sell	90,017 -302	-0.3%	-$58.4K	7.71%	1
2025 Q4	$18M	Sell	90,319 -2,079	-2%	-$416K	8.91%	1
2025 Q3	$18.1M	Sell	92,398 -232	-0.3%	-$42.4K	8.95%	1
2025 Q2	$16.1M	Sell	92,630 -10,841	-10%	-$1.64M	8.83%	1
2025 Q1	$14.5M	Sell	103,471 -160	-0.2%	-$24.9K	8.22%	1
2024 Q4	$16.5M	Sell	103,631 -2,167	-2%	-$343K	8.97%	1
2024 Q3	$16M	Sell	105,798 -1,012	-0.9%	-$149K	8.49%	1
2024 Q2	$16.1M	Buy	106,810 +811	+0.8%	+$112K	9.51%	1
2024 Q1	$14.3M	Buy	105,999 +2,618	+3%	+$341K	8.5%	1
2023 Q4	$12.7M	Sell	103,381 -443	-0.4%	-$50.2K	8.15%	1
2023 Q3	$10.9M	Sell	103,824 -4,060	-4%	-$442K	7.68%	1
2023 Q2	$11.7M	Buy	+107,884	New	+$10.6M	7.98%	1
2022 Q4	$6.45M	Sell	86,556 -172	-0.2%	-$13.2K	5.57%	2
2022 Q3	$6.36M	Sell	86,728 -119	-0.1%	-$10.1K	6.26%	2
2022 Q2	$6.94M	Sell	86,847 -1,585	-2%	-$140K	6.12%	2
2022 Q1	$9.11M	Buy	88,432 +1,595	+2%	+$163K	6.84%	2
2021 Q4	$9.97M	Sell	86,837 -1,597	-2%	-$177K	7.29%	2
2021 Q3	$8.96M	Sell	88,434 -148	-0.2%	-$15.4K	7.15%	2
2021 Q2	$8.8M	Sell	88,582 -3,386	-4%	-$316K	6.66%	2
2021 Q1	$8.07M	Sell	91,968 -6,804	-7%	-$596K	6.58%	2
2020 Q4	$8.4M	Sell	98,772 -3,996	-4%	-$319K	7.33%	2
2020 Q3	$7.74M	Sell	102,768 -4,876	-5%	-$356K	7.65%	2
2020 Q2	$7.26M	Buy	107,644 +1,924	+2%	+$116K	7.58%	2
2020 Q1	$5.4M	Buy	105,720 +4,756	+5%	+$276K	7.1%	3
2019 Q4	$5.87M	Buy	+100,964	New	+$5.49M	5.8%	3

Other funds holding IYW

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

PCH

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

First Citizens Financial Corp reduced its iShares US Technology ETF (IYW) stake by 0.92% in Q2 2026, selling an estimated $191K and leaving 89,186 shares worth $22.5M. The position accounts for 9.4% of the portfolio, ranked #1.

First Citizens Financial Corp first reported a position in IYW in Q4 2019 and has held it in 26 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

First Citizens Financial Corp held 89,186 shares of iShares US Technology ETF worth $22.5M as of Q2 2026.
First Citizens Financial Corp sold 831 iShares US Technology ETF shares in Q2 2026, an estimated $191K.
iShares US Technology ETF made up 9.4% of First Citizens Financial Corp's portfolio in Q2 2026, its #1 holding.
First Citizens Financial Corp first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 26 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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