Advisory Alpha’s iShares US Utilities ETF IDU Stock Holding History

Advisory Alpha’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	$352K	Sell	3,070 -50	-2%	-$5.72K	0.01%	443
2026 Q1	$362K	Buy	3,120 +20	+0.6%	+$2.27K	0.01%	406
2025 Q4	$336K	Buy	3,100 +834	+37%	+$93.2K	0.01%	390
2025 Q3	$252K	Buy	+2,266	New	+$244K	0.01%	453

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

Advisory Alpha's IDU Position: Q2 2026 in Review

Advisory Alpha reduced its iShares US Utilities ETF (IDU) stake by 1.6% in Q2 2026, selling an estimated $5.72K and leaving 3,070 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #443.

Advisory Alpha first reported a position in IDU in Q3 2025 and has held it in 4 quarters since. The position peaked at $362K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Advisory Alpha held 3,070 shares of iShares US Utilities ETF worth $352K as of Q2 2026.
Advisory Alpha sold 50 iShares US Utilities ETF shares in Q2 2026, an estimated $5.72K.
iShares US Utilities ETF made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #443 holding.
Advisory Alpha first reported a position in iShares US Utilities ETF in Q3 2025 and has held it in 4 quarters since.
Advisory Alpha's iShares US Utilities ETF position peaked at $362K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.