Hilltop Holdings’s iShares US Utilities ETF IDU Stock Holding History

Hilltop Holdings’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 Q1	–	Sell	-2,250	Closed	-$244K	–	778
2025 Q4	$244K	Buy	2,250 +54	+2%	+$6.04K	0.01%	778
2025 Q3	$244K	Sell	2,196 -78	-3%	-$8.41K	0.01%	808
2025 Q2	$238K	Hold	2,274	–	–	0.02%	766
2025 Q1	$231K	Hold	2,274	–	–	0.01%	759
2024 Q4	$219K	Buy	2,274 +82	+4%	+$8.26K	0.01%	776
2024 Q3	$224K	Buy	+2,192	New	+$208K	0.01%	740
2015 Q1	–	Sell	-28,748	Closed	-$1.7M	–	335
2014 Q4	$1.7M	Buy	+28,748	New	+$1.63M	0.59%	34
2014 Q3	–	Sell	-19,112	Closed	-$1.06M	–	212
2014 Q2	$1.06M	Buy	+19,112	New	+$1.02M	0.5%	61
2013 Q4	–	Sell	-18,204	Closed	-$855K	–	233
2013 Q3	$855K	Buy	18,204 +2,872	+19%	+$137K	0.49%	60
2013 Q2	$725K	Buy	+15,332	New	+$748K	0.49%	56

Other funds holding IDU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hilltop Holdings's IDU Position: Q1 2026 in Review

Hilltop Holdings sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 2,250 shares — an estimated $244K sold.

Hilltop Holdings first reported a position in IDU in Q2 2013 and held it in 10 quarters. The position peaked at $1.7M in Q4 2014. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Hilltop Holdings reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
Hilltop Holdings sold 2,250 iShares US Utilities ETF shares in Q1 2026, an estimated $244K.
Hilltop Holdings first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 10 quarters.
Hilltop Holdings's iShares US Utilities ETF position peaked at $1.7M in Q4 2014.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.