Avantax Planning Partners’s iShares US Utilities ETF IDU Stock Holding History

Avantax Planning Partners’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	$210K	Hold	1,835	–	–	0.01%	436
2026 Q1	$213K	Buy	+1,835	New	+$209K	0.01%	405
2025 Q4	–	Sell	-1,835	Closed	-$204K	–	451
2025 Q3	$204K	Buy	+1,835	New	+$198K	0.01%	419
2018 Q4	–	Sell	-820	Closed	-$55K	–	702
2018 Q3	$55K	Buy	+820	New	+$55.3K	﹤0.01%	461
2018 Q2	–	Sell	-820	Closed	-$52K	–	795
2018 Q1	$52K	Buy	+820	New	+$51.6K	﹤0.01%	521

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Avantax Planning Partners's IDU Position: Q2 2026 in Review

Avantax Planning Partners held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 1,835 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #436.

Avantax Planning Partners first reported a position in IDU in Q1 2018 and has held it in 5 quarters since. The position peaked at $213K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Avantax Planning Partners held 1,835 shares of iShares US Utilities ETF worth $210K as of Q2 2026.
Avantax Planning Partners left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #436 holding.
Avantax Planning Partners first reported a position in iShares US Utilities ETF in Q1 2018 and has held it in 5 quarters since.
Avantax Planning Partners's iShares US Utilities ETF position peaked at $213K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.