Avantax Advisory Services’s iShares US Utilities ETF IDU Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.3M	Buy	21,991 +4,718	+27%	+$483K	0.01%	734
2025 Q1	$1.75M	Buy	+17,273	New	+$1.72M	0.01%	804
2022 Q1	–	Sell	-4,347	Closed	-$384K	–	1326
2021 Q4	$384K	Sell	4,347 -928	-18%	-$77.6K	0.01%	858
2021 Q3	$415K	Buy	5,275 +26	+0.5%	+$2.15K	0.01%	784
2021 Q2	$412K	Buy	5,249 +451	+9%	+$36.6K	0.01%	773
2021 Q1	$382K	Sell	4,798 -490	-9%	-$37.7K	0.01%	705
2020 Q4	$411K	Sell	5,288 -8,720	-62%	-$679K	0.01%	616
2020 Q3	$1.03M	Buy	14,008 +5,732	+69%	+$420K	0.02%	531
2020 Q2	$580K	Sell	8,276 -66	-0.8%	-$4.72K	0.02%	448
2020 Q1	$576K	Buy	+8,342	New	+$666K	0.02%	411

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Avantax Advisory Services's IDU Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares US Utilities ETF (IDU) stake by 27% in Q2 2025, buying an estimated $483K and bringing the position to 21,991 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #734.

Avantax Advisory Services first reported a position in IDU in Q1 2020 and has held it in 10 quarters since. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

Avantax Advisory Services held 21,991 shares of iShares US Utilities ETF worth $2.3M as of Q2 2025.
Avantax Advisory Services bought 4,718 iShares US Utilities ETF shares in Q2 2025, an estimated $483K.
iShares US Utilities ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #734 holding.
Avantax Advisory Services first reported a position in iShares US Utilities ETF in Q1 2020 and has held it in 10 quarters since.
264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.