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

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

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. 290 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.
290 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.