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

AE 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 		$149K Sell
1,302
-67,388
-98% -$7.71M ﹤0.01% 1803
2026
Q1 		$7.98M Sell
68,690
-27,239
-28% -$3.1M 0.04% 324
2025
Q4 		$10.4M Sell
95,929
-19
-0% -$2.12K 0.06% 277
2025
Q3 		$10.6M Buy
95,948
+14,252
+17% +$1.54M 0.07% 260
2025
Q2 		$8.54M Buy
81,696
+40,231
+97% +$4.12M 0.06% 275
2025
Q1 		$4.21M Sell
41,465
-68,264
-62% -$6.82M 0.04% 373
2024
Q4 		$10.6M Sell
109,729
-3,293
-3% -$332K 0.09% 236
2024
Q3 		$11.5M Buy
113,022
+74,866
+196% +$7.09M 0.1% 213
2024
Q2 		$3.35M Buy
38,156
+3,232
+9% +$284K 0.03% 412
2024
Q1 		$2.95M Sell
34,924
-697
-2% -$55.6K 0.03% 408
2023
Q4 		$2.77M Buy
35,621
+32,111
+915% +$2.46M 0.01% 797
2023
Q3 		$258K Buy
3,510
+80
+2% +$6.42K ﹤0.01% 1672
2023
Q2 		$280K Sell
3,430
-201
-6% -$16.7K ﹤0.01% 1635
2023
Q1 		$304K Buy
3,631
+130
+4% +$10.8K ﹤0.01% 1550
2022
Q4 		$303K Sell
3,501
-521
-13% -$43.7K ﹤0.01% 1497
2022
Q3 		$326K Sell
4,022
-260
-6% -$23.4K ﹤0.01% 1440
2022
Q2 		$367K Sell
4,282
-5,037
-54% -$445K ﹤0.01% 1348
2022
Q1 		$848K Buy
9,319
+4,651
+100% +$396K 0.01% 974
2021
Q4 		$413K Sell
4,668
-1,539
-25% -$129K ﹤0.01% 1333
2021
Q3 		$490K Sell
6,207
-29,090
-82% -$2.4M ﹤0.01% 1175
2021
Q2 		$2.77M Buy
35,297
+3,444
+11% +$279K 0.02% 539
2021
Q1 		$2.53M Buy
31,853
+5,649
+22% +$435K 0.03% 504
2020
Q4 		$2.03M Buy
26,204
+2,638
+11% +$206K 0.02% 490
2020
Q3 		$1.72M Sell
23,566
-662
-3% -$48.6K 0.02% 473
2020
Q2 		$1.7M Sell
24,228
-8,110
-25% -$580K 0.03% 457
2020
Q1 		$2.23M Buy
32,338
+20,238
+167% +$1.61M 0.05% 283
2019
Q4 		$980K Sell
12,100
-19,822
-62% -$1.58M 0.02% 539
2019
Q3 		$2.6M Buy
31,922
+28,260
+772% +$2.2M 0.08% 221
2019
Q2 		$276K Buy
+3,662
New +$272K 0.01% 786

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

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

AE Wealth Management reduced its iShares US Utilities ETF (IDU) stake by 98% in Q2 2026, selling an estimated $7.71M and leaving 1,302 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

AE Wealth Management first reported a position in IDU in Q2 2019 and has held it in 29 quarters since. The position peaked at $11.5M in Q3 2024. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • AE Wealth Management held 1,302 shares of iShares US Utilities ETF worth $149K as of Q2 2026.
  • AE Wealth Management sold 67,388 iShares US Utilities ETF shares in Q2 2026, an estimated $7.71M.
  • iShares US Utilities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1803 holding.
  • AE Wealth Management first reported a position in iShares US Utilities ETF in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's iShares US Utilities ETF position peaked at $11.5M in Q3 2024.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.