IYF — ISHARE DOW JONES FINANCIAL SECTOR

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 DOW JONES FINANCIAL SECTOR (IYF). 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
4.16% (2022 Q3)
Avg. % of fund
3.77%
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 54,423 -1,573 -2.8% 3.47% $7.0M $128.93
2025 Q3 REDUCED 55,996 -149 -0.3% 3.51% $7.1M $126.08
2025 Q2 REDUCED 56,145 -7,570 -11.9% 3.74% $6.8M $120.09
2025 Q1 REDUCED 63,715 -155 -0.2% 4.07% $7.2M $111.64
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IYF price (monthly, adj. close)

Other funds also holding IYF

As of 2025 Q4 — sorted by position size

WealthCare Asset Management, LLC 5.07% ADVISORTRUST PARTNERS, LLC 5.04% HC Advisors, LLC 3Y 3.22% MinichMacGregor Wealth Management, LLC 3Y 7Y 3.02% Somerset Group LLC 3Y 7Y 2.45% Dynasty Wealth Management, LLC 3Y 7Y 2.23% Magnus Financial Group LLC 3Y 7Y 1.98% Centerline Wealth Advisors, LLC 1.94% Safe Harbor Fiduciary, LLC 1.72% FORTE ASSET MANAGEMENT LLC 3Y 1.69%
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