Action Point Financial Planning’s iShares US Utilities ETF IDU Stock Holding History

Action Point Financial Planning’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	$101K	Buy	+883	New	+$101K	0.01%	596

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

Action Point Financial Planning's IDU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 883 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #596 among its holdings.

287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Action Point Financial Planning held 883 shares of iShares US Utilities ETF worth $101K as of Q2 2026.
iShares US Utilities ETF was a new Action Point Financial Planning position in Q2 2026.
iShares US Utilities ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #596 holding.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.