Avion Wealth’s iShares US Utilities ETF IDU Stock Holding History

Avion 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	$75K	Hold	660	–	–	0.01%	192
2026 Q1	$76K	Hold	660	–	–	0.02%	173
2025 Q4	$71K	Hold	660	–	–	0.01%	175
2025 Q3	$73K	Hold	660	–	–	0.02%	181
2025 Q2	$69K	Hold	660	–	–	0.02%	175
2025 Q1	$63K	Hold	660	–	–	0.02%	169
2024 Q4	$63K	Sell	660 -60	-8%	-$6.05K	0.02%	169
2024 Q3	$73K	Hold	720	–	–	0.02%	147
2024 Q2	$63K	Hold	720	–	–	0.02%	145
2024 Q1	$61K	Hold	720	–	–	0.02%	150
2023 Q4	$58K	Hold	720	–	–	0.02%	150
2023 Q3	$52K	Hold	720	–	–	0.01%	150
2023 Q2	$58K	Hold	720	–	–	0.02%	152
2023 Q1	$62K	Hold	720	–	–	0.02%	135
2022 Q4	$58K	Hold	720	–	–	0.02%	135
2022 Q3	$58K	Hold	720	–	–	0.02%	135
2022 Q2	$62K	Hold	720	–	–	0.02%	124
2022 Q1	$66K	Buy	+720	New	+$61.2K	0.02%	111

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

Avion Wealth's IDU Position: Q2 2026 in Review

Avion Wealth held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 660 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #192.

Avion Wealth first reported a position in IDU in Q1 2022 and has held it in 18 quarters since. The position peaked at $76K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Avion Wealth held 660 shares of iShares US Utilities ETF worth $75K as of Q2 2026.
Avion Wealth left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #192 holding.
Avion Wealth first reported a position in iShares US Utilities ETF in Q1 2022 and has held it in 18 quarters since.
Avion Wealth's iShares US Utilities ETF position peaked at $76K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.