Arax Advisory Partners’s iShares US Utilities ETF IDU Stock Holding History

Arax Advisory Partners’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	$1.51M	Buy	13,159 +9,977	+314%	+$1.14M	0.01%	979
2026 Q1	$369K	Buy	3,182 +2,898	+1,020%	+$329K	0.01%	767
2025 Q4	$30.8K	Buy	+284	New	+$31.7K	﹤0.01%	1879
2025 Q3	–	Sell	-601	Closed	-$62.8K	–	3922
2025 Q2	$62.8K	Hold	601	–	–	﹤0.01%	1134
2025 Q1	$61K	Hold	601	–	–	﹤0.01%	882
2024 Q4	$57.8K	Hold	601	–	–	﹤0.01%	858
2024 Q3	$61.3K	Sell	601 -57	-9%	-$5.4K	0.01%	640
2024 Q2	$57.8K	Buy	658 +342	+108%	+$30.1K	0.01%	607
2024 Q1	$26.7K	Hold	316	–	–	﹤0.01%	620
2023 Q4	$25.3K	Hold	316	–	–	﹤0.01%	610
2023 Q3	$23.3K	Hold	316	–	–	﹤0.01%	559
2023 Q2	$25.8K	Hold	316	–	–	﹤0.01%	546
2023 Q1	$26.5K	Hold	316	–	–	﹤0.01%	541
2022 Q4	$27.3K	Hold	316	–	–	﹤0.01%	522
2022 Q3	$26K	Hold	316	–	–	﹤0.01%	528
2022 Q2	$27K	Hold	316	–	–	﹤0.01%	525
2022 Q1	$29K	Hold	316	–	–	﹤0.01%	530
2021 Q4	$28K	Hold	316	–	–	﹤0.01%	536
2021 Q3	$25K	Hold	316	–	–	﹤0.01%	535
2021 Q2	$25K	Buy	+316	New	+$25.6K	﹤0.01%	554
2020 Q4	$52K	Hold	672	–	–	0.01%	407
2020 Q3	$49K	Hold	672	–	–	0.01%	382
2020 Q2	$47K	Hold	672	–	–	0.01%	377
2020 Q1	$46K	Buy	+672	New	+$53.6K	0.01%	360

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

Arax Advisory Partners's IDU Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares US Utilities ETF (IDU) stake by 314% in Q2 2026, buying an estimated $1.14M and bringing the position to 13,159 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #979.

Arax Advisory Partners first reported a position in IDU in Q1 2020 and has held it in 24 quarters since. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Arax Advisory Partners held 13,159 shares of iShares US Utilities ETF worth $1.51M as of Q2 2026.
Arax Advisory Partners bought 9,977 iShares US Utilities ETF shares in Q2 2026, an estimated $1.14M.
iShares US Utilities ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #979 holding.
Arax Advisory Partners first reported a position in iShares US Utilities ETF in Q1 2020 and has held it in 24 quarters since.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.