Anchor Investment Management’s iShares US Utilities ETF IDU Stock Holding History

Anchor Investment 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	$23.4K	Buy	205 +2	+1%	+$229	﹤0.01%	749
2026 Q1	$23.6K	Buy	203 +1	+0.5%	+$114	﹤0.01%	716
2025 Q4	$21.9K	Buy	202 +1	+0.5%	+$112	﹤0.01%	716
2025 Q3	$22.3K	Buy	201 +1	+0.5%	+$108	﹤0.01%	717
2025 Q2	$20.9K	Hold	200	–	–	﹤0.01%	714
2025 Q1	$20.3K	Hold	200	–	–	﹤0.01%	706
2024 Q4	$19.2K	Hold	200	–	–	﹤0.01%	718
2024 Q3	$20.4K	Hold	200	–	–	﹤0.01%	695
2024 Q2	$17.6K	Hold	200	–	–	﹤0.01%	679
2024 Q1	$16.9K	Hold	200	–	–	﹤0.01%	701
2023 Q4	$16K	Hold	200	–	–	﹤0.01%	684
2023 Q3	$14.7K	Hold	200	–	–	﹤0.01%	688
2023 Q2	$16.4K	Hold	200	–	–	﹤0.01%	676
2023 Q1	$16.7K	Hold	200	–	–	﹤0.01%	683
2022 Q4	$17.3K	Hold	200	–	–	﹤0.01%	659
2022 Q3	$16.2K	Hold	200	–	–	﹤0.01%	665
2022 Q2	$17.1K	Hold	200	–	–	﹤0.01%	672
2022 Q1	$18.2K	Hold	200	–	–	﹤0.01%	683
2021 Q4	$17.7K	Hold	200	–	–	﹤0.01%	712
2021 Q3	$15.8K	Hold	200	–	–	﹤0.01%	664
2021 Q2	$15.7K	Hold	200	–	–	﹤0.01%	682
2021 Q1	$15.9K	Hold	200	–	–	﹤0.01%	649
2020 Q4	$15.5K	Hold	200	–	–	﹤0.01%	624
2020 Q3	$14.6K	Hold	200	–	–	﹤0.01%	600
2020 Q2	$14K	Hold	200	–	–	﹤0.01%	594
2020 Q1	$13.8K	Hold	200	–	–	﹤0.01%	587
2019 Q4	$16.2K	Hold	200	–	–	﹤0.01%	596
2019 Q3	$16.3K	Hold	200	–	–	﹤0.01%	588
2019 Q2	$15.1K	Hold	200	–	–	﹤0.01%	594
2019 Q1	$14.7K	Hold	200	–	–	﹤0.01%	591
2018 Q4	$13.4K	Hold	200	–	–	﹤0.01%	591
2018 Q3	$13.4K	Hold	200	–	–	﹤0.01%	616
2018 Q2	$13.2K	Hold	200	–	–	﹤0.01%	622
2018 Q1	$12.7K	Hold	200	–	–	﹤0.01%	611
2017 Q4	$13.3K	Hold	200	–	–	﹤0.01%	605
2017 Q3	$13.3K	Buy	+200	New	+$13.4K	﹤0.01%	591

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

Anchor Investment Management's IDU Position: Q2 2026 in Review

Anchor Investment Management increased its iShares US Utilities ETF (IDU) stake by 0.99% in Q2 2026, buying an estimated $229 and bringing the position to 205 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Anchor Investment Management first reported a position in IDU in Q3 2017 and has held it in 36 quarters since. The position peaked at $23.6K in Q1 2026. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Anchor Investment Management held 205 shares of iShares US Utilities ETF worth $23.4K as of Q2 2026.
Anchor Investment Management bought 2 iShares US Utilities ETF shares in Q2 2026, an estimated $229.
iShares US Utilities ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #749 holding.
Anchor Investment Management first reported a position in iShares US Utilities ETF in Q3 2017 and has held it in 36 quarters since.
Anchor Investment Management's iShares US Utilities ETF position peaked at $23.6K in Q1 2026.
290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.