Advanced Asset Management Advisors’s iShares US Utilities ETF IDU Stock Holding History

Advanced Asset Management Advisors’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	$184K	Hold	1,608	–	–	0.05%	61
2026 Q1	$187K	Hold	1,608	–	–	0.05%	58
2025 Q4	$174K	Hold	1,608	–	–	0.05%	63
2025 Q3	$178K	Hold	1,608	–	–	0.05%	64
2025 Q2	$168K	Hold	1,608	–	–	0.05%	65
2025 Q1	$163K	Hold	1,608	–	–	0.04%	65
2024 Q4	$155K	Hold	1,608	–	–	0.04%	71
2024 Q3	$141K	Hold	1,608	–	–	0.04%	72
2024 Q2	$141K	Hold	1,608	–	–	0.04%	73
2024 Q1	$136K	Hold	1,608	–	–	0.03%	76
2023 Q4	$129K	Hold	1,608	–	–	0.03%	77
2023 Q3	$118K	Hold	1,608	–	–	0.03%	76
2023 Q2	$131K	Hold	1,608	–	–	0.03%	73
2023 Q1	$135K	Hold	1,608	–	–	0.03%	73
2022 Q4	$139K	Hold	1,608	–	–	0.03%	75
2022 Q3	$130K	Hold	1,608	–	–	0.04%	71
2022 Q2	$138K	Hold	1,608	–	–	0.04%	71
2022 Q1	$146K	Hold	1,608	–	–	0.03%	69
2021 Q4	$142K	Hold	1,608	–	–	0.03%	73
2021 Q3	$127K	Hold	1,608	–	–	0.03%	76
2021 Q2	$126K	Hold	1,608	–	–	0.03%	77
2021 Q1	$128K	Hold	1,608	–	–	0.03%	81
2020 Q4	$125K	Hold	1,608	–	–	0.03%	81
2020 Q3	$117K	Hold	1,608	–	–	0.03%	80
2020 Q2	$113K	Hold	1,608	–	–	0.03%	79
2020 Q1	$111K	Hold	1,608	–	–	0.04%	91
2019 Q4	$130K	Buy	+1,608	New	+$128K	0.04%	94

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

Advanced Asset Management Advisors's IDU Position: Q2 2026 in Review

Advanced Asset Management Advisors held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 1,608 shares worth $184K. The position accounts for 0.05% of the portfolio, ranked #61.

Advanced Asset Management Advisors first reported a position in IDU in Q4 2019 and has held it in 27 quarters since. The position peaked at $187K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Advanced Asset Management Advisors held 1,608 shares of iShares US Utilities ETF worth $184K as of Q2 2026.
Advanced Asset Management Advisors left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.05% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #61 holding.
Advanced Asset Management Advisors first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 27 quarters since.
Advanced Asset Management Advisors's iShares US Utilities ETF position peaked at $187K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.