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

Advisors Management Group’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 		$2.4M Buy
20,986
+6
+0% +$687 0.4% 58
2026
Q1 		$2.44M Buy
20,980
+216
+1% +$24.6K 0.44% 60
2025
Q4 		$2.25M Sell
20,764
-424
-2% -$47.4K 0.41% 63
2025
Q3 		$2.35M Sell
21,188
-617
-3% -$66.5K 0.41% 63
2025
Q2 		$2.28M Sell
21,805
-5
-0% -$512 0.43% 61
2025
Q1 		$2.21M Buy
21,810
+1,435
+7% +$143K 0.48% 56
2024
Q4 		$1.96M Buy
20,375
+1,353
+7% +$136K 0.46% 64
2024
Q3 		$1.94M Buy
19,022
+420
+2% +$39.8K 0.46% 64
2024
Q2 		$1.64M Buy
18,602
+34
+0.2% +$2.99K 0.41% 70
2024
Q1 		$1.57M Buy
18,568
+651
+4% +$51.9K 0.39% 71
2023
Q4 		$1.43M Sell
17,917
-104
-0.6% -$7.97K 0.39% 70
2023
Q3 		$1.33M Sell
18,021
-65
-0.4% -$5.21K 0.4% 67
2023
Q2 		$1.48M Buy
18,086
+2,400
+15% +$200K 0.44% 62
2023
Q1 		$1.31M Buy
15,686
+1,735
+12% +$145K 0.42% 59
2022
Q4 		$1.21M Sell
13,951
-154
-1% -$12.9K 0.46% 56
2022
Q3 		$1.14M Buy
14,105
+580
+4% +$52.2K 0.46% 58
2022
Q2 		$1.16M Buy
13,525
+357
+3% +$31.5K 0.41% 61
2022
Q1 		$1.2M Buy
13,168
+2,327
+21% +$198K 0.4% 58
2021
Q4 		$959K Buy
10,841
+886
+9% +$74.1K 0.29% 64
2021
Q3 		$786K Buy
9,955
+395
+4% +$32.6K 0.24% 70
2021
Q2 		$750K Buy
9,560
+2,777
+41% +$225K 0.22% 75
2021
Q1 		$540K Buy
6,783
+3,684
+119% +$284K 0.17% 77
2020
Q4 		$240K Buy
+3,099
New +$241K 0.1% 91

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advisors Management Group's IDU Position: Q2 2026 in Review

Advisors Management Group increased its iShares US Utilities ETF (IDU) stake by 0.03% in Q2 2026, buying an estimated $687 and bringing the position to 20,986 shares worth $2.4M. The position accounts for 0.4% of the portfolio, ranked #58.

Advisors Management Group first reported a position in IDU in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.44M in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Advisors Management Group held 20,986 shares of iShares US Utilities ETF worth $2.4M as of Q2 2026.
  • Advisors Management Group bought 6 iShares US Utilities ETF shares in Q2 2026, an estimated $687.
  • iShares US Utilities ETF made up 0.4% of Advisors Management Group's portfolio in Q2 2026, its #58 holding.
  • Advisors Management Group first reported a position in iShares US Utilities ETF in Q4 2020 and has held it in 23 quarters since.
  • Advisors Management Group's iShares US Utilities ETF position peaked at $2.44M in Q1 2026.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.