First Citizens Financial Corp’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.92M	Sell	16,786 -20	-0.1%	-$2.29K	0.8%	38
2026 Q1	$1.95M	Sell	16,806 -20	-0.1%	-$2.27K	0.92%	32
2025 Q4	$1.82M	Sell	16,826 -1,072	-6%	-$120K	0.9%	29
2025 Q3	$1.98M	Sell	17,898 -63	-0.4%	-$6.79K	0.98%	26
2025 Q2	$1.88M	Sell	17,961 -2,767	-13%	-$283K	1.03%	26
2025 Q1	$2.1M	Buy	20,728 +330	+2%	+$33K	1.19%	25
2024 Q4	$1.96M	Sell	20,398 -173	-0.8%	-$17.4K	1.07%	29
2024 Q3	$2.1M	Sell	20,571 -5	-0%	-$473	1.11%	26
2024 Q2	$1.81M	Sell	20,576 -10	-0%	-$879	1.07%	26
2024 Q1	$1.74M	Sell	20,586 -114	-0.6%	-$9.09K	1.03%	27
2023 Q4	$1.65M	Sell	20,700 -1,828	-8%	-$140K	1.06%	27
2023 Q3	$1.66M	Buy	22,528 +316	+1%	+$25.4K	1.17%	24
2023 Q2	$1.82M	Buy	+22,212	New	+$1.85M	1.23%	23
2022 Q4	$1.45M	Buy	16,780 +645	+4%	+$54.1K	1.25%	22
2022 Q3	$1.31M	Sell	16,135 -780	-5%	-$70.2K	1.29%	21
2022 Q2	$1.45M	Sell	16,915 -269	-2%	-$23.8K	1.28%	21
2022 Q1	$1.56M	Buy	17,184 +1,282	+8%	+$109K	1.17%	23
2021 Q4	$1.41M	Sell	15,902 -347	-2%	-$29K	1.03%	22
2021 Q3	$1.28M	Buy	16,249 +871	+6%	+$71.9K	1.02%	20
2021 Q2	$1.21M	Buy	15,378 +545	+4%	+$44.2K	0.91%	23
2021 Q1	$1.18M	Buy	14,833 +1,919	+15%	+$148K	0.96%	23
2020 Q4	$988K	Buy	12,914 +218	+2%	+$17K	0.86%	25
2020 Q3	$927K	Buy	12,696 +36	+0.3%	+$2.64K	0.92%	23
2020 Q2	$887K	Sell	12,660 -36	-0.3%	-$2.58K	0.93%	23
2020 Q1	$877K	Buy	12,696 +1,260	+11%	+$101K	1.15%	20
2019 Q4	$927K	Buy	+11,436	New	+$912K	0.92%	25

Other funds holding IDU

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

First Citizens Financial Corp's IDU Position: Q2 2026 in Review

First Citizens Financial Corp reduced its iShares US Utilities ETF (IDU) stake by 0.12% in Q2 2026, selling an estimated $2.29K and leaving 16,786 shares worth $1.92M. The position accounts for 0.8% of the portfolio, ranked #38.

First Citizens Financial Corp first reported a position in IDU in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.1M in Q1 2025. 53 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

First Citizens Financial Corp held 16,786 shares of iShares US Utilities ETF worth $1.92M as of Q2 2026.
First Citizens Financial Corp sold 20 iShares US Utilities ETF shares in Q2 2026, an estimated $2.29K.
iShares US Utilities ETF made up 0.8% of First Citizens Financial Corp's portfolio in Q2 2026, its #38 holding.
First Citizens Financial Corp first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 26 quarters since.
First Citizens Financial Corp's iShares US Utilities ETF position peaked at $2.1M in Q1 2025.
53 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.