Allworth Financial’s iShares US Utilities ETF IDU Stock Holding History

Allworth Financial’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	$253K	Buy	2,207 +2	+0.1%	+$229	﹤0.01%	1353
2026 Q1	$256K	Buy	2,205 +2	+0.1%	+$227	﹤0.01%	1257
2025 Q4	$239K	Buy	2,203 +1	+0%	+$112	﹤0.01%	1253
2025 Q3	$244K	Buy	2,202 +2	+0.1%	+$216	﹤0.01%	1199
2025 Q2	$230K	Buy	2,200 +802	+57%	+$82.1K	﹤0.01%	1123
2025 Q1	$141K	Buy	1,398 +1	+0.1%	+$100	﹤0.01%	1076
2024 Q4	$139K	Buy	1,397 +40	+3%	+$4.03K	﹤0.01%	1110
2024 Q3	$138K	Buy	1,357 +2	+0.1%	+$189	﹤0.01%	941
2024 Q2	$123K	Buy	1,355 +2	+0.1%	+$176	﹤0.01%	993
2024 Q1	$114K	Sell	1,353 -24	-2%	-$1.91K	﹤0.01%	971
2023 Q4	$110K	Buy	1,377 +5	+0.4%	+$383	﹤0.01%	909
2023 Q3	$101K	Hold	1,372	–	–	﹤0.01%	877
2023 Q2	$112K	Buy	1,372 +2	+0.1%	+$167	﹤0.01%	858
2023 Q1	$115K	Buy	1,370 +3	+0.2%	+$250	﹤0.01%	809
2022 Q4	$118K	Buy	1,367 +4	+0.3%	+$336	﹤0.01%	772
2022 Q3	$111K	Buy	1,363 +3	+0.2%	+$270	﹤0.01%	739
2022 Q2	$116K	Buy	1,360 +2	+0.1%	+$177	﹤0.01%	682
2022 Q1	$124K	Buy	1,358 +3	+0.2%	+$255	﹤0.01%	674
2021 Q4	$120K	Buy	1,355 +2	+0.1%	+$167	﹤0.01%	643
2021 Q3	$107K	Buy	1,353 +196	+17%	+$16.2K	﹤0.01%	597
2021 Q2	$91K	Buy	1,157 +361	+45%	+$29.3K	﹤0.01%	491
2021 Q1	$63K	Hold	796	–	–	﹤0.01%	529
2020 Q4	$62K	Buy	+796	New	+$62K	﹤0.01%	437

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

Allworth Financial's IDU Position: Q2 2026 in Review

Allworth Financial increased its iShares US Utilities ETF (IDU) stake by 0.09% in Q2 2026, buying an estimated $229 and bringing the position to 2,207 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Allworth Financial first reported a position in IDU in Q4 2020 and has held it in 23 quarters since. The position peaked at $256K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Allworth Financial held 2,207 shares of iShares US Utilities ETF worth $253K as of Q2 2026.
Allworth Financial bought 2 iShares US Utilities ETF shares in Q2 2026, an estimated $229.
iShares US Utilities ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1353 holding.
Allworth Financial first reported a position in iShares US Utilities ETF in Q4 2020 and has held it in 23 quarters since.
Allworth Financial's iShares US Utilities ETF position peaked at $256K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.