First Heartland Consultants’s iShares US Utilities ETF IDU Stock Holding History

First Heartland Consultants’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	$235K	Sell	2,051 -12	-0.6%	-$1.37K	0.02%	542
2026 Q1	$239K	Buy	2,063 +1	+0%	+$114	0.02%	466
2025 Q4	$223K	Buy	2,062 +28	+1%	+$3.13K	0.02%	493
2025 Q3	$226K	Buy	2,034 +1	+0%	+$108	0.02%	479
2025 Q2	$213K	Sell	2,033 -5	-0.2%	-$512	0.02%	469
2025 Q1	$207K	Sell	2,038 -240	-11%	-$24K	0.02%	420
2024 Q4	$319K	Sell	2,278 -566	-20%	-$57K	0.03%	329
2024 Q3	$290K	Sell	2,844 -23	-0.8%	-$2.18K	0.03%	334
2024 Q2	$252	Buy	2,867 +1	+0%	+$88	0.02%	373
2024 Q1	$242K	Sell	2,866 -1,270	-31%	-$101K	0.03%	370
2023 Q4	$331K	Sell	4,136 -1,948	-32%	-$149K	0.04%	272
2023 Q3	$448K	Buy	6,084 +1,893	+45%	+$152K	0.06%	231
2023 Q2	$343K	Sell	4,191 -1,237	-23%	-$103K	0.04%	264
2023 Q1	$454K	Buy	5,428 +25	+0.5%	+$2.09K	0.07%	216
2022 Q4	$468K	Sell	5,403 -10,997	-67%	-$923K	0.08%	204
2022 Q3	$1.33K	Buy	16,400 +10,686	+187%	+$962K	0.11%	104
2022 Q2	$489K	Buy	5,714 +2	+0%	+$177	0.08%	192
2022 Q1	$519K	Sell	5,712 -70	-1%	-$5.95K	0.08%	181
2021 Q4	$511	Sell	5,782 -136	-2%	-$11.4K	0.02%	196
2021 Q3	$467K	Buy	5,918 +3	+0.1%	+$248	0.07%	208
2021 Q2	$464K	Buy	5,915 +3	+0.1%	+$243	0.07%	220
2021 Q1	$470K	Sell	5,912 -436	-7%	-$33.6K	0.07%	210
2020 Q4	$493K	Sell	6,348 -154	-2%	-$12K	0.08%	170
2020 Q3	$475K	Sell	6,502 -1,650	-20%	-$121K	0.09%	155
2020 Q2	$572K	Sell	8,152 -514	-6%	-$36.8K	0.11%	144
2020 Q1	$598K	Sell	8,666 -2,458	-22%	-$196K	0.15%	120
2019 Q4	$901K	Sell	11,124 -7,610	-41%	-$607K	0.18%	121
2019 Q3	$1.52M	Sell	18,734 -690	-4%	-$53.7K	0.33%	76
2019 Q2	$1.46M	Buy	19,424 +8,916	+85%	+$662K	0.35%	73
2019 Q1	$774K	Buy	10,508 +1,062	+11%	+$74.9K	0.22%	110
2018 Q4	$634K	Buy	9,446 +1,806	+24%	+$124K	0.24%	100
2018 Q3	$512K	Buy	7,640 +234	+3%	+$15.8K	0.16%	132
2018 Q2	$489K	Sell	7,406 -420	-5%	-$26.8K	0.17%	134
2018 Q1	$499K	Sell	7,826 -202	-3%	-$12.7K	0.15%	155
2017 Q4	$533K	Buy	8,028 +4	+0%	+$275	0.16%	139
2017 Q3	$533K	Sell	8,024 -3,320	-29%	-$223K	0.13%	207
2017 Q2	$738K	Buy	11,344 +5,258	+86%	+$345K	0.19%	147
2017 Q1	$391K	Buy	6,086 +2,286	+60%	+$143K	0.11%	218
2016 Q4	$231K	Sell	3,800 -1,392	-27%	-$83.3K	0.07%	286
2016 Q3	$318K	Buy	5,192 +122	+2%	+$7.74K	0.09%	231
2016 Q2	$333	Buy	5,070 +1,272	+33%	+$78.4K	0.04%	207
2016 Q1	$235K	Buy	+3,798	New	+$218K	0.09%	227
2015 Q3	–	Sell	-9,468	Closed	-$491	–	269
2015 Q2	$491	Sell	9,468 -404	-4%	-$22.2K	0.13%	145
2015 Q1	$552K	Buy	9,872 +388	+4%	+$22.5K	0.21%	130
2014 Q4	$561K	Buy	9,484 +548	+6%	+$31.1K	0.23%	123
2014 Q3	$470K	Buy	8,936 +2,894	+48%	+$154K	0.21%	141
2014 Q2	$336K	Buy	+6,042	New	+$323K	0.15%	166
2014 Q1	–	Sell	-23,486	Closed	-$1.13M	–	248
2013 Q4	$1.13M	Sell	23,486 -2,384	-9%	-$115K	0.63%	46
2013 Q3	$1.22M	Sell	25,870 -7,928	-23%	-$379K	0.74%	34
2013 Q2	$1.6M	Buy	+33,798	New	+$1.65M	0.93%	24

Other funds holding IDU

PFS

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

BAM

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

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 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

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

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

IBOK

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

First Heartland Consultants's IDU Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares US Utilities ETF (IDU) stake by 0.58% in Q2 2026, selling an estimated $1.37K and leaving 2,051 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #542.

First Heartland Consultants first reported a position in IDU in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.6M in Q2 2013. 36 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

First Heartland Consultants held 2,051 shares of iShares US Utilities ETF worth $235K as of Q2 2026.
First Heartland Consultants sold 12 iShares US Utilities ETF shares in Q2 2026, an estimated $1.37K.
iShares US Utilities ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #542 holding.
First Heartland Consultants first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 50 quarters since.
First Heartland Consultants's iShares US Utilities ETF position peaked at $1.6M in Q2 2013.
36 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.