IJS ISHARE S&P SMALLCAP 600 BARRA VALUE IND

Ownership history in First Citizens Financial Corp  ·  24 quarters on record

This page tracks every 13F SEC filing in which First Citizens Financial Corp reported a position in ISHARE S&P SMALLCAP 600 BARRA VALUE IND (IJS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.17% (2021 Q1)
Avg. % of fund
2.67%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 40,472 -120 -0.3% 2.27% $4.6M $113.52
2025 Q3 ADDED 40,592 +373 +0.9% 2.22% $4.5M $109.88
2025 Q2 ADDED 40,219 +652 +1.6% 2.20% $4.0M $98.40
2025 Q1 REDUCED 39,567 -135 -0.3% 2.18% $3.9M $95.98
2024 Q4 REDUCED 39,702 -337 -0.8% 2.34% $4.3M $106.56
2024 Q3 REDUCED 40,039 -44 -0.1% 2.28% $4.3M $105.13
2024 Q2 REDUCED 40,083 -507 -1.2% 2.31% $3.9M $94.49
2024 Q1 REDUCED 40,590 -73 -0.2% 2.48% $4.2M $99.34
2023 Q4 REDUCED 40,663 -1,407 -3.3% 2.69% $4.2M $99.28
2023 Q3 REDUCED 42,070 -3,573 -7.8% 2.65% $3.8M $85.75
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJS price (monthly, adj. close)
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