Hilltop National Bank’s iShares US Utilities ETF IDU Stock Holding History

Hilltop National Bank’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	$41.9K	Hold	366	–	–	0.01%	513
2026 Q1	$42.5K	Hold	366	–	–	0.01%	500
2025 Q4	$39.7K	Hold	366	–	–	0.01%	491
2025 Q3	$40.6K	Hold	366	–	–	0.01%	483
2025 Q2	$38.3K	Buy	+366	New	+$37.5K	0.01%	482
2024 Q4	$35.2K	Sell	366 -10	-3%	-$1.01K	0.01%	493
2024 Q3	$38.4K	Hold	376	–	–	0.01%	500
2024 Q2	$33K	Hold	376	–	–	0.01%	508
2024 Q1	$31.8K	Buy	+376	New	+$30K	0.01%	506

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

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 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

Hilltop National Bank's IDU Position: Q2 2026 in Review

Hilltop National Bank held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 366 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #513.

Hilltop National Bank first reported a position in IDU in Q1 2024 and has held it in 9 quarters since. The position peaked at $42.5K in Q1 2026. 74 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Hilltop National Bank held 366 shares of iShares US Utilities ETF worth $41.9K as of Q2 2026.
Hilltop National Bank left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.01% of Hilltop National Bank's portfolio in Q2 2026, its #513 holding.
Hilltop National Bank first reported a position in iShares US Utilities ETF in Q1 2024 and has held it in 9 quarters since.
Hilltop National Bank's iShares US Utilities ETF position peaked at $42.5K in Q1 2026.
74 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.