Adams Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Adams Wealth Management’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	$461K	Buy	4,019 +299	+8%	+$34.2K	0.09%	107
2026 Q1	$432K	Buy	3,720 +194	+6%	+$22.1K	0.09%	102
2025 Q4	$382K	Buy	3,526 +983	+39%	+$110K	0.08%	111
2025 Q3	$282K	Sell	2,543 -634	-20%	-$68.4K	0.06%	140
2025 Q2	$332K	Sell	3,177 -34,829	-92%	-$3.57M	0.06%	122
2025 Q1	$3.85M	Buy	+38,006	New	+$3.8M	0.76%	32

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

Adams Wealth Management's IDU Position: Q2 2026 in Review

Adams Wealth Management increased its iShares US Utilities ETF (IDU) stake by 8% in Q2 2026, buying an estimated $34.2K and bringing the position to 4,019 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #107.

Adams Wealth Management first reported a position in IDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.85M in Q1 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Adams Wealth Management held 4,019 shares of iShares US Utilities ETF worth $461K as of Q2 2026.
Adams Wealth Management bought 299 iShares US Utilities ETF shares in Q2 2026, an estimated $34.2K.
iShares US Utilities ETF made up 0.09% of Adams Wealth Management's portfolio in Q2 2026, its #107 holding.
Adams Wealth Management first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 6 quarters since.
Adams Wealth Management's iShares US Utilities ETF position peaked at $3.85M in Q1 2025.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.