Armstrong Advisory Group’s iShares US Utilities ETF IDU Stock Holding History

Armstrong Advisory Group’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 Q3	$5.04K	Sell	50 -5	-9%	-$552	﹤0.01%	795
2026 Q2	$6.3K	Hold	55	–	–	﹤0.01%	766
2026 Q1	$6.39K	Sell	55 -19	-26%	-$2.16K	﹤0.01%	760
2025 Q4	$8.02K	Buy	74 +35	+90%	+$3.91K	﹤0.01%	709
2025 Q3	$4.33K	Sell	39 -7	-15%	-$755	﹤0.01%	784
2025 Q2	$4.81K	Buy	+46	New	+$4.71K	﹤0.01%	750

Other funds holding IDU

Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Armstrong Advisory Group's IDU Position: Q3 2026 in Review

Armstrong Advisory Group reduced its iShares US Utilities ETF (IDU) stake by 9.1% in Q3 2026, selling an estimated $552 and leaving 50 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Armstrong Advisory Group first reported a position in IDU in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.02K in Q4 2025. 87 funds tracked by Wall St. Rank hold IDU as of Q3 2026.

Armstrong Advisory Group held 50 shares of iShares US Utilities ETF worth $5.04K as of Q3 2026.
Armstrong Advisory Group sold 5 iShares US Utilities ETF shares in Q3 2026, an estimated $552.
iShares US Utilities ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #795 holding.
Armstrong Advisory Group first reported a position in iShares US Utilities ETF in Q2 2025 and has held it in 6 quarters since.
Armstrong Advisory Group's iShares US Utilities ETF position peaked at $8.02K in Q4 2025.
87 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.