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

Security 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	$57.3K	Hold	500	–	–	0.01%	233
2026 Q1	$58.1K	Hold	500	–	–	0.01%	227
2025 Q4	$54.2K	Hold	500	–	–	0.01%	233
2025 Q3	$55.5K	Hold	500	–	–	0.01%	239
2025 Q2	$52.3K	Hold	500	–	–	0.01%	215
2025 Q1	$50.7K	Hold	500	–	–	0.01%	217
2024 Q4	$48.1K	Hold	500	–	–	0.01%	214
2024 Q3	$51K	Hold	500	–	–	0.01%	197
2024 Q2	$43.9K	Hold	500	–	–	0.01%	201
2024 Q1	$42.3K	Hold	500	–	–	0.01%	204
2023 Q4	$40K	Buy	+500	New	+$38.3K	0.01%	215

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

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

Security National Bank held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 500 shares worth $57.3K. The position accounts for 0.01% of the portfolio, ranked #233.

Security National Bank first reported a position in IDU in Q4 2023 and has held it in 11 quarters since. The position peaked at $58.1K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Security National Bank held 500 shares of iShares US Utilities ETF worth $57.3K as of Q2 2026.
Security National Bank left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.01% of Security National Bank's portfolio in Q2 2026, its #233 holding.
Security National Bank first reported a position in iShares US Utilities ETF in Q4 2023 and has held it in 11 quarters since.
Security National Bank's iShares US Utilities ETF position peaked at $58.1K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.