Archer Investment Corporation’s iShares US Utilities ETF IDU Stock Holding History

Archer Investment Corporation’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	$4.83K	Hold	42	–	–	﹤0.01%	935
2026 Q1	$4.87K	Hold	42	–	–	﹤0.01%	937
2025 Q4	$4.52K	Buy	42 +1	+2%	+$112	﹤0.01%	882
2025 Q3	$4.59K	Hold	41	–	–	﹤0.01%	884
2025 Q2	$4.31K	Hold	41	–	–	﹤0.01%	864
2025 Q1	$4.15K	Hold	41	–	–	﹤0.01%	846
2024 Q4	$3.92K	Buy	41 +1	+3%	+$101	﹤0.01%	853
2024 Q3	$4.13K	Hold	40	–	–	﹤0.01%	833
2024 Q2	$3.53K	Hold	40	–	–	﹤0.01%	828
2024 Q1	$3.38K	Hold	40	–	–	﹤0.01%	823
2023 Q4	$3.2K	Hold	40	–	–	﹤0.01%	839
2023 Q3	$2.94K	Hold	40	–	–	﹤0.01%	821
2023 Q2	$3.27K	Buy	+40	New	+$3.33K	﹤0.01%	793
2021 Q1	–	Sell	-600	Closed	-$46.6K	–	761
2020 Q4	$46.6K	Hold	600	–	–	0.02%	290
2020 Q3	$43.8K	Hold	600	–	–	0.02%	272
2020 Q2	$42.1K	Hold	600	–	–	0.02%	264
2020 Q1	$41K	Hold	600	–	–	0.03%	250
2019 Q4	$49K	Hold	600	–	–	0.03%	263
2019 Q3	$49K	Hold	600	–	–	0.03%	236
2019 Q2	$45K	Hold	600	–	–	0.03%	240
2019 Q1	$44K	Hold	600	–	–	0.03%	246
2018 Q4	$40K	Buy	+600	New	+$41.3K	0.04%	236

Other funds holding IDU

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arrien Investments Boise, Idaho $198M AUM 14.28% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

Archer Investment Corporation's IDU Position: Q2 2026 in Review

Archer Investment Corporation held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 42 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Archer Investment Corporation first reported a position in IDU in Q4 2018 and has held it in 22 quarters since. The position peaked at $49K in Q4 2019. 215 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Archer Investment Corporation held 42 shares of iShares US Utilities ETF worth $4.83K as of Q2 2026.
Archer Investment Corporation left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #935 holding.
Archer Investment Corporation first reported a position in iShares US Utilities ETF in Q4 2018 and has held it in 22 quarters since.
Archer Investment Corporation's iShares US Utilities ETF position peaked at $49K in Q4 2019.
215 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.