First Citizens Financial Corp’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$9.45K	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%	-$104K	0.24%	79
2020 Q4	$379K	Sell	4,018 -16	-0.4%	-$1.42K	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	+$308K	0.32%	65

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Citizens Financial Corp's IYY Position: Q4 2022 in Review

First Citizens Financial Corp held its iShares Dow Jones US ETF (IYY) position steady in Q4 2022 at 2,869 shares worth $268K. The position accounts for 0.23% of the portfolio, ranked #82.

First Citizens Financial Corp first reported a position in IYY in Q4 2019 and has held it in 13 quarters since. The position peaked at $379K in Q4 2020. 191 funds tracked by Wall St. Rank hold IYY as of Q4 2022.

First Citizens Financial Corp held 2,869 shares of iShares Dow Jones US ETF worth $268K as of Q4 2022.
First Citizens Financial Corp left its iShares Dow Jones US ETF share count unchanged in Q4 2022.
iShares Dow Jones US ETF made up 0.23% of First Citizens Financial Corp's portfolio in Q4 2022, its #82 holding.
First Citizens Financial Corp first reported a position in iShares Dow Jones US ETF in Q4 2019 and has held it in 13 quarters since.
First Citizens Financial Corp's iShares Dow Jones US ETF position peaked at $379K in Q4 2020.
191 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2022.

Based on First Citizens Financial Corp's 13F filing for Q4 2022, filed 11 Jan 2023.