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Ashton Thomas Private Wealth’s iShares US Utilities ETF IDU Stock Holding History

Ashton Thomas Private Wealth’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 		$16.6K Buy
+145
New +$16.6K ﹤0.01% 1457
2024
Q3 		– Sell
-70
Closed -$6.15K – 1192
2024
Q2 		$6.15K Buy
+70
New +$6.15K ﹤0.01% 1481

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

Ashton Thomas Private Wealth's IDU Position: Q2 2026 in Review

Ashton Thomas Private Wealth opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 145 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #1457 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in IDU as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in IDU in Q2 2024 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Ashton Thomas Private Wealth held 145 shares of iShares US Utilities ETF worth $16.6K as of Q2 2026.
  • iShares US Utilities ETF was a new Ashton Thomas Private Wealth position in Q2 2026.
  • iShares US Utilities ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1457 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares US Utilities ETF in Q2 2024 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.