BRWA
IDU icon

B. Riley Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

B. Riley Wealth Advisors’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 		$428K Buy
3,678
+102
+3% +$11.7K 0.02% 513
2026
Q1 		$416K Buy
3,576
+1,062
+42% +$121K 0.03% 485
2025
Q4 		$272K Sell
2,514
-367
-13% -$41K 0.01% 739
2025
Q3 		$319K Sell
2,881
-676
-19% -$72.9K 0.01% 703
2025
Q2 		$372K Sell
3,557
-3,292
-48% -$337K 0.02% 636
2025
Q1 		$695K Buy
+6,849
New +$684K 0.02% 637
2024
Q2 		– Sell
-3,724
Closed -$276K – 1496
2024
Q1 		$276K Buy
3,724
+1,046
+39% +$83.4K 0.01% 1081
2023
Q4 		$214K Sell
2,678
-1,046
-28% -$80.1K 0.01% 1223
2023
Q3 		$276K Sell
3,724
-29
-0.8% -$2.33K 0.01% 1081
2023
Q2 		$307K Buy
3,753
+78
+2% +$6.49K 0.01% 1108
2023
Q1 		$308K Buy
3,675
+45
+1% +$3.76K 0.01% 1057
2022
Q4 		$314K Buy
3,630
+165
+5% +$13.8K 0.01% 1031
2022
Q3 		$282K Buy
+3,465
New +$312K 0.01% 1037
2016
Q2 		– Sell
-11,002
Closed -$404K – 632
2016
Q1 		$404K Buy
+11,002
New +$633K 0.09% 270
2015
Q1 		– Sell
-2,338
Closed -$138K – 1224
2014
Q4 		$138K Buy
+2,338
New +$133K ﹤0.01% 1557
2014
Q3 		– Sell
-4,190
Closed -$233K – 1222
2014
Q2 		$233K Buy
4,190
+1,258
+43% +$67.2K 0.05% 399
2014
Q1 		$153K Buy
2,932
+2
+0.1% +$99 0.05% 476
2013
Q4 		$140K Buy
+2,930
New +$141K 0.04% 458

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

B. Riley Wealth Advisors's IDU Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares US Utilities ETF (IDU) stake by 2.9% in Q2 2026, buying an estimated $11.7K and bringing the position to 3,678 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #513.

B. Riley Wealth Advisors first reported a position in IDU in Q4 2013 and has held it in 18 quarters since. The position peaked at $695K in Q1 2025. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • B. Riley Wealth Advisors held 3,678 shares of iShares US Utilities ETF worth $428K as of Q2 2026.
  • B. Riley Wealth Advisors bought 102 iShares US Utilities ETF shares in Q2 2026, an estimated $11.7K.
  • iShares US Utilities ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #513 holding.
  • B. Riley Wealth Advisors first reported a position in iShares US Utilities ETF in Q4 2013 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's iShares US Utilities ETF position peaked at $695K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.