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

Apollon 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	$255K	Sell	2,223 -2,349	-51%	-$269K	﹤0.01%	1368
2026 Q1	$531K	Sell	4,572 -1,254	-22%	-$143K	0.01%	829
2025 Q4	$631K	Buy	+5,826	New	+$651K	0.01%	745
2025 Q1	–	Sell	-126,126	Closed	-$12.1M	–	1241
2024 Q4	$12.1M	Sell	126,126 -5,997	-5%	-$604K	0.28%	69
2024 Q3	$13.5M	Buy	132,123 +122,611	+1,289%	+$11.6M	0.38%	53
2024 Q2	$836K	Buy	+9,512	New	+$836K	0.03%	520
2020 Q3	–	Sell	-260	Closed	-$18K	–	387
2020 Q2	$18K	Buy	+260	New	+$18.6K	0.01%	386

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

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

Apollon Wealth Management reduced its iShares US Utilities ETF (IDU) stake by 51% in Q2 2026, selling an estimated $269K and leaving 2,223 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Apollon Wealth Management first reported a position in IDU in Q2 2020 and has held it in 7 quarters since. The position peaked at $13.5M in Q3 2024. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Apollon Wealth Management held 2,223 shares of iShares US Utilities ETF worth $255K as of Q2 2026.
Apollon Wealth Management sold 2,349 iShares US Utilities ETF shares in Q2 2026, an estimated $269K.
iShares US Utilities ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1368 holding.
Apollon Wealth Management first reported a position in iShares US Utilities ETF in Q2 2020 and has held it in 7 quarters since.
Apollon Wealth Management's iShares US Utilities ETF position peaked at $13.5M in Q3 2024.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.