First Citizens Financial Corp’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,650	Closed	-$292K	–	129
2025 Q1	$292K	Sell	10,650 -1,139	-10%	-$31.4K	0.17%	100
2024 Q4	$316K	Sell	11,789 -2,456	-17%	-$65.6K	0.17%	88
2024 Q3	$360K	Sell	14,245 -239	-2%	-$5.5K	0.19%	85
2024 Q2	$315K	Sell	14,484 -790	-5%	-$16.7K	0.19%	87
2024 Q1	$336K	Sell	15,274 -18,823	-55%	-$422K	0.2%	84
2023 Q4	$776K	Sell	34,097 -1,869	-5%	-$40.1K	0.5%	51
2023 Q3	$766K	Sell	35,966 -816	-2%	-$18K	0.54%	41
2023 Q2	$813K	Buy	+36,782	New	+$804K	0.55%	36
2022 Q4	$782K	Hold	34,870	–	–	0.68%	33
2022 Q3	$728K	Sell	34,870 -35	-0.1%	-$873	0.72%	31
2022 Q2	$877K	Sell	34,905 -252	-0.7%	-$6.81K	0.77%	28
2022 Q1	$1.05M	Buy	35,157 +2,662	+8%	+$81.3K	0.79%	30
2021 Q4	$1.07M	Sell	32,495 -669	-2%	-$21.5K	0.78%	29
2021 Q3	$1.08M	Buy	33,164 +1,845	+6%	+$62.2K	0.86%	28
2021 Q2	$1.04M	Buy	31,319 +1,445	+5%	+$47.9K	0.79%	27
2021 Q1	$966K	Buy	29,874 +4,698	+19%	+$148K	0.79%	27
2020 Q4	$761K	Buy	25,176 +551	+2%	+$15.9K	0.66%	30
2020 Q3	$670K	Sell	24,625 -261	-1%	-$7.39K	0.66%	27
2020 Q2	$686K	Buy	24,886 +175	+0.7%	+$4.76K	0.72%	28
2020 Q1	$614K	Buy	24,711 +5,634	+30%	+$160K	0.81%	27
2019 Q4	$570K	Buy	+19,077	New	+$562K	0.56%	36

Other funds holding IYZ

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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

First Citizens Financial Corp's IYZ Position: Q2 2025 in Review

First Citizens Financial Corp sold out of iShares US Telecommunications ETF (IYZ) in Q2 2025, closing a stake of 10,650 shares — an estimated $292K sold.

First Citizens Financial Corp first reported a position in IYZ in Q4 2019 and held it in 21 quarters. The position peaked at $1.08M in Q3 2021. 152 funds tracked by Wall St. Rank hold IYZ as of Q2 2025.

First Citizens Financial Corp reported no remaining iShares US Telecommunications ETF position as of Q2 2025 after selling out during the quarter.
First Citizens Financial Corp sold 10,650 iShares US Telecommunications ETF shares in Q2 2025, an estimated $292K.
First Citizens Financial Corp first reported a position in iShares US Telecommunications ETF in Q4 2019 and held it in 21 quarters.
First Citizens Financial Corp's iShares US Telecommunications ETF position peaked at $1.08M in Q3 2021.
152 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2025.

Based on First Citizens Financial Corp's 13F filing for Q2 2025, filed 7 Jul 2025.