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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 288 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.
288 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.