First Citizens Financial Corp’s iShares US Telecommunications ETF IYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,650
| Closed | -$292K | – | 129 |
|
|
2025
Q1 | $292K | Sell |
10,650
-1,139
| -10% | -$31.2K | 0.17% | 100 |
|
|
2024
Q4 | $316K | Sell |
11,789
-2,456
| -17% | -$65.9K | 0.17% | 88 |
|
|
2024
Q3 | $360K | Sell |
14,245
-239
| -2% | -$6.04K | 0.19% | 85 |
|
|
2024
Q2 | $315K | Sell |
14,484
-790
| -5% | -$17.2K | 0.19% | 87 |
|
|
2024
Q1 | $336K | Sell |
15,274
-18,823
| -55% | -$414K | 0.2% | 84 |
|
|
2023
Q4 | $776K | Sell |
34,097
-1,869
| -5% | -$42.5K | 0.5% | 51 |
|
|
2023
Q3 | $766K | Sell |
35,966
-816
| -2% | -$17.4K | 0.54% | 41 |
|
|
2023
Q2 | $813K | Buy |
+36,782
| New | +$813K | 0.55% | 36 |
|
|
2022
Q4 | $782K | Hold |
34,870
| – | – | 0.68% | 33 |
|
|
2022
Q3 | $728K | Sell |
34,870
-35
| -0.1% | -$731 | 0.72% | 31 |
|
|
2022
Q2 | $877K | Sell |
34,905
-252
| -0.7% | -$6.33K | 0.77% | 28 |
|
|
2022
Q1 | $1.05M | Buy |
35,157
+2,662
| +8% | +$79.6K | 0.79% | 30 |
|
|
2021
Q4 | $1.07M | Sell |
32,495
-669
| -2% | -$22K | 0.78% | 29 |
|
|
2021
Q3 | $1.08M | Buy |
33,164
+1,845
| +6% | +$59.9K | 0.86% | 28 |
|
|
2021
Q2 | $1.04M | Buy |
31,319
+1,445
| +5% | +$48K | 0.79% | 27 |
|
|
2021
Q1 | $966K | Buy |
29,874
+4,698
| +19% | +$152K | 0.79% | 27 |
|
|
2020
Q4 | $761K | Buy |
25,176
+551
| +2% | +$16.7K | 0.66% | 30 |
|
|
2020
Q3 | $670K | Sell |
24,625
-261
| -1% | -$7.1K | 0.66% | 27 |
|
|
2020
Q2 | $686K | Buy |
24,886
+175
| +0.7% | +$4.82K | 0.72% | 28 |
|
|
2020
Q1 | $614K | Buy |
24,711
+5,634
| +30% | +$140K | 0.81% | 27 |
|
|
2019
Q4 | $570K | Buy |
+19,077
| New | +$570K | 0.56% | 36 |
|