Atlantic Edge Private Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Atlantic Edge Private Wealth Management’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	$168K	Hold	1,470	–	–	0.03%	151
2026 Q1	$171K	Sell	1,470 -5	-0.3%	-$568	0.04%	142
2025 Q4	$160K	Hold	1,475	–	–	0.04%	143
2025 Q3	$164K	Hold	1,475	–	–	0.04%	144
2025 Q2	$154K	Hold	1,475	–	–	0.04%	143
2025 Q1	$150K	Sell	1,475 -50	-3%	-$4.99K	0.05%	136
2024 Q4	$147K	Sell	1,525 -150	-9%	-$15.1K	0.05%	141
2024 Q3	$171K	Sell	1,675 -45	-3%	-$4.26K	0.05%	136
2024 Q2	$151K	Hold	1,720	–	–	0.05%	140
2024 Q1	$145K	Sell	1,720 -25	-1%	-$1.99K	0.05%	142
2023 Q4	$139K	Buy	+1,745	New	+$134K	0.06%	138

Other funds holding IDU

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

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

FAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IDU Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 1,470 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #151.

Atlantic Edge Private Wealth Management first reported a position in IDU in Q4 2023 and has held it in 11 quarters since. The position peaked at $171K in Q3 2024. 97 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,470 shares of iShares US Utilities ETF worth $168K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #151 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares US Utilities ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares US Utilities ETF position peaked at $171K in Q3 2024.
97 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.