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AlphaCore Capital’s iShares US Utilities ETF IDU Stock Holding History

AlphaCore Capital’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 		$65.9K Hold
575
– – ﹤0.01% 1253
2026
Q1 		$66.8K Hold
575
– – ﹤0.01% 975
2025
Q4 		$62.3K Buy
+575
New +$64.3K ﹤0.01% 1141

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

AlphaCore Capital's IDU Position: Q2 2026 in Review

AlphaCore Capital held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 575 shares worth $65.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

AlphaCore Capital first reported a position in IDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $66.8K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • AlphaCore Capital held 575 shares of iShares US Utilities ETF worth $65.9K as of Q2 2026.
  • AlphaCore Capital left its iShares US Utilities ETF share count unchanged in Q2 2026.
  • iShares US Utilities ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1253 holding.
  • AlphaCore Capital first reported a position in iShares US Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • AlphaCore Capital's iShares US Utilities ETF position peaked at $66.8K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.