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Arrien Investments’s iShares US Utilities ETF IDU Stock Holding History

Arrien Investments’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 		$8.08M Buy
70,480
+1,424
+2% +$163K 4.07% 8
2026
Q1 		$8.02M Sell
69,056
-1,318
-2% -$150K 4.35% 8
2025
Q4 		$7.63M Buy
70,374
+573
+0.8% +$64K 4.3% 7
2025
Q3 		$7.74M Buy
69,801
+370
+0.5% +$39.9K 4.53% 8
2025
Q2 		$7.26M Sell
69,431
-1,477
-2% -$151K 4.59% 7
2025
Q1 		$7.19M Sell
70,908
-644
-0.9% -$64.3K 5.16% 6
2024
Q4 		$7.17M Sell
71,552
-2,109
-3% -$213K 5.11% 7
2024
Q3 		$7.51M Buy
73,661
+1,286
+2% +$122K 5.42% 7
2024
Q2 		$6.36M Buy
72,375
+3,619
+5% +$318K 4.97% 7
2024
Q1 		$5.81M Buy
68,756
+29,725
+76% +$2.37M 4.59% 7
2023
Q4 		$3.12M Buy
39,031
+31,725
+434% +$2.43M 2.74% 8
2023
Q3 		$538K Sell
7,306
-955
-12% -$76.6K 0.51% 23
2023
Q2 		$675K Sell
8,261
-3,402
-29% -$283K 0.57% 21
2023
Q1 		$976K Buy
+11,663
New +$973K 0.95% 16

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

Arrien Investments's IDU Position: Q2 2026 in Review

Arrien Investments increased its iShares US Utilities ETF (IDU) stake by 2.1% in Q2 2026, buying an estimated $163K and bringing the position to 70,480 shares worth $8.08M. The position accounts for 4.07% of the portfolio, ranked #8.

Arrien Investments first reported a position in IDU in Q1 2023 and has held it in 14 quarters since. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Arrien Investments held 70,480 shares of iShares US Utilities ETF worth $8.08M as of Q2 2026.
  • Arrien Investments bought 1,424 iShares US Utilities ETF shares in Q2 2026, an estimated $163K.
  • iShares US Utilities ETF made up 4.07% of Arrien Investments's portfolio in Q2 2026, its #8 holding.
  • Arrien Investments first reported a position in iShares US Utilities ETF in Q1 2023 and has held it in 14 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.