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

Atria 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 		$717K Sell
6,255
-5,157
-45% -$590K 0.01% 1307
2026
Q1 		$1.33M Buy
11,412
+2,038
+22% +$232K 0.01% 904
2025
Q4 		$1.02M Buy
9,374
+752
+9% +$84K 0.01% 1051
2025
Q3 		$956K Buy
8,622
+730
+9% +$78.7K 0.01% 1076
2025
Q2 		$825K Buy
+7,892
New +$808K 0.01% 1144
2020
Q1 		– Sell
-2,884
Closed -$234K – 834
2019
Q4 		$234K Buy
+2,884
New +$230K 0.01% 1083
2017
Q4 		– Sell
-53,814
Closed -$3.58M – 846
2017
Q3 		$3.58M Buy
+53,814
New +$3.62M 0.19% 94
2016
Q2 		– Sell
-7,362
Closed -$455K – 486
2016
Q1 		$455K Buy
+7,362
New +$423K 0.05% 264
2015
Q1 		– Sell
-239,198
Closed -$14.1M – 419
2014
Q4 		$14.1M Buy
+239,198
New +$13.6M 1.5% 16
2014
Q3 		– Sell
-199,598
Closed -$11.1M – 470
2014
Q2 		$11.1M Buy
+199,598
New +$10.7M 1.11% 19
2013
Q4 		– Sell
-295,140
Closed -$13.9M – 452
2013
Q3 		$13.9M Buy
295,140
+52,024
+21% +$2.49M 1.44% 18
2013
Q2 		$11.5M Buy
+243,116
New +$11.9M 1.4% 18

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

Atria Investments's IDU Position: Q2 2026 in Review

Atria Investments reduced its iShares US Utilities ETF (IDU) stake by 45% in Q2 2026, selling an estimated $590K and leaving 6,255 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #1307.

Atria Investments first reported a position in IDU in Q2 2013 and has held it in 12 quarters since. The position peaked at $14.1M in Q4 2014. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Atria Investments held 6,255 shares of iShares US Utilities ETF worth $717K as of Q2 2026.
  • Atria Investments sold 5,157 iShares US Utilities ETF shares in Q2 2026, an estimated $590K.
  • iShares US Utilities ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1307 holding.
  • Atria Investments first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 12 quarters since.
  • Atria Investments's iShares US Utilities ETF position peaked at $14.1M in Q4 2014.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.