First Citizens Financial Corp’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $268K | Hold |
2,869
| – | – | 0.23% | 82 |
|
|
2022
Q3 | $252K | Hold |
2,869
| – | – | 0.25% | 76 |
|
|
2022
Q2 | $265K | Hold |
2,869
| – | – | 0.23% | 80 |
|
|
2022
Q1 | $319K | Sell |
2,869
-86
| -3% | -$9.56K | 0.24% | 76 |
|
|
2021
Q4 | $348K | Hold |
2,955
| – | – | 0.25% | 71 |
|
|
2021
Q3 | $319K | Hold |
2,955
| – | – | 0.25% | 73 |
|
|
2021
Q2 | $319K | Hold |
2,955
| – | – | 0.24% | 80 |
|
|
2021
Q1 | $295K | Sell |
2,955
-1,063
| -26% | -$106K | 0.24% | 79 |
|
|
2020
Q4 | $379K | Sell |
4,018
-16
| -0.4% | -$1.51K | 0.33% | 63 |
|
|
2020
Q3 | $336K | Hold |
4,034
| – | – | 0.33% | 63 |
|
|
2020
Q2 | $309K | Hold |
4,034
| – | – | 0.32% | 63 |
|
|
2020
Q1 | $254K | Hold |
4,034
| – | – | 0.33% | 64 |
|
|
2019
Q4 | $322K | Buy |
+4,034
| New | +$322K | 0.32% | 65 |
|