Aptus Capital Advisors’s iShares US Utilities ETF IDU Stock Holding History

Aptus Capital Advisors’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	$2.87K	Hold	25	–	–	﹤0.01%	1702
2026 Q1	$2.9K	Hold	25	–	–	﹤0.01%	1602
2025 Q4	$2.71K	Hold	25	–	–	﹤0.01%	1594
2025 Q3	$2.77K	Hold	25	–	–	﹤0.01%	1521
2025 Q2	$2.61K	Hold	25	–	–	﹤0.01%	1464
2025 Q1	$2.54K	Hold	25	–	–	﹤0.01%	1372
2024 Q4	$2.4K	Buy	+25	New	+$2.52K	﹤0.01%	1370
2023 Q4	–	Sell	-1,909	Closed	-$140K	–	941
2023 Q3	$140K	Buy	1,909 +1,000	+110%	+$80.2K	﹤0.01%	595
2023 Q2	$74.3K	Buy	909 +4	+0.4%	+$333	﹤0.01%	547
2023 Q1	$75.8K	Buy	+905	New	+$75.5K	﹤0.01%	532

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

Aptus Capital Advisors's IDU Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 25 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Aptus Capital Advisors first reported a position in IDU in Q1 2023 and has held it in 10 quarters since. The position peaked at $140K in Q3 2023. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Aptus Capital Advisors held 25 shares of iShares US Utilities ETF worth $2.87K as of Q2 2026.
Aptus Capital Advisors left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1702 holding.
Aptus Capital Advisors first reported a position in iShares US Utilities ETF in Q1 2023 and has held it in 10 quarters since.
Aptus Capital Advisors's iShares US Utilities ETF position peaked at $140K in Q3 2023.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.