Number of Shares
50,205.00
Current Holdings Value*
$6.20 Mil
% of Portfolio
3.41%
Total Estimate Gain
$2.37 Mil
% of Total Estimate Gain
47.95%

First Citizens Financial Corp's iShares S&P Mid-Cap 400 Value ETF Holding Summary

As of 2025-06-30, First Citizens Financial Corp held 50,205.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $6.20 Mil. This investment constitutes 3.41% of their stock portfolio, and First Citizens Financial Corp now holds 0.08% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.

The initial trade took place in 2019Q4. And since then First Citizens Financial Corp has made 10 purchases of IJJ, at an average price of $83.24, for a total of 59,324.00 shares. In addition, there have been 11 sales at an average price of $104.11 for 9,119.00 shares. Based on historical transaction data and IJJ's current price of $126.61, First Citizens Financial Corp's estimated gain on his IJJ holdings is $2.37 Mil, reflecting a 47.95% gain to date.

First Citizens Financial Corp IJJ ($126.61) Holding Chart

First Citizens Financial Corp IJJ ($126.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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