AWA
IDU icon

Arkadios Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

Arkadios Wealth 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 		$915K Sell
7,981
-580
-7% -$66.4K 0.01% 842
2026
Q1 		$994K Buy
8,561
+758
+10% +$86.2K 0.02% 787
2025
Q4 		$846K Buy
7,803
+395
+5% +$44.1K 0.02% 771
2025
Q3 		$822K Buy
7,408
+412
+6% +$44.4K 0.02% 728
2025
Q2 		$732K Buy
6,996
+1,429
+26% +$146K 0.02% 704
2025
Q1 		$565K Buy
5,567
+1,747
+46% +$174K 0.02% 664
2024
Q4 		$368K Sell
3,820
-323
-8% -$32.5K 0.02% 656
2024
Q3 		$423K Sell
4,143
-174
-4% -$16.5K 0.02% 597
2024
Q2 		$379K Buy
4,317
+211
+5% +$18.5K 0.03% 559
2024
Q1 		$347K Sell
4,106
-430
-9% -$34.3K 0.03% 489
2023
Q4 		$363K Sell
4,536
-632
-12% -$48.4K 0.03% 459
2023
Q3 		$380K Sell
5,168
-131
-2% -$10.5K 0.04% 414
2023
Q2 		$433K Buy
5,299
+13
+0.2% +$1.08K 0.05% 348
2023
Q1 		$443K Buy
5,286
+346
+7% +$28.9K 0.05% 331
2022
Q4 		$428K Sell
4,940
-198
-4% -$16.6K 0.06% 317
2022
Q3 		$417K Sell
5,138
-508
-9% -$45.7K 0.06% 303
2022
Q2 		$483K Buy
5,646
+2,546
+82% +$225K 0.07% 287
2022
Q1 		$282K Buy
+3,100
New +$264K 0.04% 443
2021
Q4 		– Sell
-1,077
Closed -$85K – 1134
2021
Q3 		$85K Buy
1,077
+166
+18% +$13.7K 0.01% 725
2021
Q2 		$71K Buy
911
+250
+38% +$20.3K 0.01% 820
2021
Q1 		$52K Buy
661
+243
+58% +$18.7K 0.01% 681
2020
Q4 		$32K Sell
418
-12
-3% -$935 0.01% 640
2020
Q3 		$33.7K Sell
430
-54
-11% -$3.96K 0.02% 483
2020
Q2 		$35.1K Buy
484
+472
+3,933% +$33.8K 0.02% 430
2020
Q1 		$829 Buy
+12
New +$957 ﹤0.01% 981

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Arkadios Wealth Advisors's IDU Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares US Utilities ETF (IDU) stake by 6.8% in Q2 2026, selling an estimated $66.4K and leaving 7,981 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #842.

Arkadios Wealth Advisors first reported a position in IDU in Q1 2020 and has held it in 25 quarters since. The position peaked at $994K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Arkadios Wealth Advisors held 7,981 shares of iShares US Utilities ETF worth $915K as of Q2 2026.
  • Arkadios Wealth Advisors sold 580 iShares US Utilities ETF shares in Q2 2026, an estimated $66.4K.
  • iShares US Utilities ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #842 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Utilities ETF in Q1 2020 and has held it in 25 quarters since.
  • Arkadios Wealth Advisors's iShares US Utilities ETF position peaked at $994K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.