First Command Advisory Services’s iShares US Utilities ETF IDU Stock Holding History

First Command Advisory Services’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	$21K	Hold	183	–	–	﹤0.01%	641
2026 Q1	$21.2K	Hold	183	–	–	﹤0.01%	489
2025 Q4	$19.8K	Hold	183	–	–	﹤0.01%	416
2025 Q3	$20.3K	Hold	183	–	–	﹤0.01%	383
2025 Q2	$19.1K	Hold	183	–	–	﹤0.01%	368
2025 Q1	$18.6K	Hold	183	–	–	﹤0.01%	349
2024 Q4	$17.6K	Hold	183	–	–	﹤0.01%	353
2024 Q3	$18.7K	Hold	183	–	–	﹤0.01%	347
2024 Q2	$16.1K	Hold	183	–	–	﹤0.01%	332
2024 Q1	$15.5K	Hold	183	–	–	﹤0.01%	338
2023 Q4	$14.6K	Hold	183	–	–	﹤0.01%	328
2023 Q3	$13.5K	Buy	+183	New	+$14.7K	﹤0.01%	330

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 Command Advisory Services's IDU Position: Q2 2026 in Review

First Command Advisory Services held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 183 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

First Command Advisory Services first reported a position in IDU in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.2K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

First Command Advisory Services held 183 shares of iShares US Utilities ETF worth $21K as of Q2 2026.
First Command Advisory Services left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #641 holding.
First Command Advisory Services first reported a position in iShares US Utilities ETF in Q3 2023 and has held it in 12 quarters since.
First Command Advisory Services's iShares US Utilities ETF position peaked at $21.2K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.