Bank of Montreal’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.51M | Buy |
13,175
+1,544
| +13% | +$177K | ﹤0.01% | 1879 |
|
|
2026
Q1 | $1.35M | Sell |
11,631
-922
| -7% | -$105K | ﹤0.01% | 1877 |
|
|
2025
Q4 | $1.36M | Buy |
12,553
+9,555
| +319% | +$1.07M | ﹤0.01% | 1810 |
|
|
2025
Q3 | $332K | Hold |
2,998
| – | – | ﹤0.01% | 2479 |
|
|
2025
Q2 | $314K | Sell |
2,998
-542
| -15% | -$55.5K | ﹤0.01% | 2564 |
|
|
2025
Q1 | $359K | Hold |
3,540
| – | – | ﹤0.01% | 2396 |
|
|
2024
Q4 | $341K | Buy |
3,540
+417
| +13% | +$42K | ﹤0.01% | 2473 |
|
|
2024
Q3 | $317K | Sell |
3,123
-2,338
| -43% | -$221K | ﹤0.01% | 2737 |
|
|
2024
Q2 | $489K | Hold |
5,461
| – | – | ﹤0.01% | 2416 |
|
|
2024
Q1 | $465K | Sell |
5,461
-6,441
| -54% | -$513K | ﹤0.01% | 2483 |
|
|
2023
Q4 | $1.01M | Sell |
11,902
-3,551
| -23% | -$272K | ﹤0.01% | 2039 |
|
|
2023
Q3 | $1.32M | Buy |
15,453
+10,169
| +192% | +$816K | ﹤0.01% | 1911 |
|
|
2023
Q2 | $440K | Buy |
5,284
+184
| +4% | +$15.3K | ﹤0.01% | 2677 |
|
|
2023
Q1 | $427K | Sell |
5,100
-17,919
| -78% | -$1.5M | ﹤0.01% | 2552 |
|
|
2022
Q4 | $2.17M | Buy |
23,019
+21,360
| +1,288% | +$1.79M | ﹤0.01% | 1756 |
|
|
2022
Q3 | $156 | Hold |
1,659
| – | – | ﹤0.01% | 3302 |
|
|
2022
Q2 | $150 | Buy |
1,659
+33
| +2% | +$2.92K | ﹤0.01% | 3361 |
|
|
2022
Q1 | $148K | Sell |
1,626
-2,444
| -60% | -$208K | ﹤0.01% | 3557 |
|
|
2021
Q4 | $359K | Buy |
4,070
+2,694
| +196% | +$225K | ﹤0.01% | 2623 |
|
|
2021
Q3 | $113K | Hold |
1,376
| – | – | ﹤0.01% | 3426 |
|
|
2021
Q2 | $112K | Buy |
+1,376
| New | +$112K | ﹤0.01% | 3309 |
|
|
2021
Q1 | – | Sell |
-2,264
| Closed | -$173K | – | 5203 |
|
|
2020
Q4 | $173K | Buy |
2,264
+576
| +34% | +$44.9K | ﹤0.01% | 3305 |
|
|
2020
Q3 | $129K | Sell |
1,688
-14
| -0.8% | -$1.03K | ﹤0.01% | 2950 |
|
|
2020
Q2 | $119K | Sell |
1,702
-726
| -30% | -$51.9K | ﹤0.01% | 3010 |
|
|
2020
Q1 | $162K | Buy |
2,428
+1,594
| +191% | +$127K | ﹤0.01% | 2414 |
|
|
2019
Q4 | $68K | Buy |
+834
| New | +$66.5K | ﹤0.01% | 3684 |
|
|
2019
Q3 | – | Sell |
-2,170
| Closed | -$164K | – | 4840 |
|
|
2019
Q2 | $164K | Sell |
2,170
-70
| -3% | -$5.2K | ﹤0.01% | 3038 |
|
|
2019
Q1 | $165K | Sell |
2,240
-414
| -16% | -$29.2K | ﹤0.01% | 2812 |
|
|
2018
Q4 | $177K | Hold |
2,654
| – | – | ﹤0.01% | 2644 |
|
|
2018
Q3 | $177K | Sell |
2,654
-204
| -7% | -$13.8K | ﹤0.01% | 2818 |
|
|
2018
Q2 | $188K | Sell |
2,858
-630
| -18% | -$40.2K | ﹤0.01% | 2798 |
|
|
2018
Q1 | $222K | Sell |
3,488
-2,236
| -39% | -$141K | ﹤0.01% | 2585 |
|
|
2017
Q4 | $381K | Buy |
5,724
+3,376
| +144% | +$232K | ﹤0.01% | 2409 |
|
|
2017
Q3 | $156K | Sell |
2,348
-92
| -4% | -$6.19K | ﹤0.01% | 2766 |
|
|
2017
Q2 | $159K | Hold |
2,440
| – | – | ﹤0.01% | 2766 |
|
|
2017
Q1 | $157K | Sell |
2,440
-2,354
| -49% | -$147K | ﹤0.01% | 2598 |
|
|
2016
Q4 | $281K | Sell |
4,794
-12,468
| -72% | -$746K | ﹤0.01% | 2357 |
|
|
2016
Q3 | $1.06M | Buy |
17,262
+2,442
| +16% | +$155K | ﹤0.01% | 1796 |
|
|
2016
Q2 | $973K | Buy |
14,820
+12,450
| +525% | +$767K | ﹤0.01% | 1845 |
|
|
2016
Q1 | $146K | Sell |
2,370
-29,244
| -93% | -$1.68M | ﹤0.01% | 2636 |
|
|
2015
Q4 | $1.71M | Buy |
31,614
+29,726
| +1,574% | +$1.61M | ﹤0.01% | 1478 |
|
|
2015
Q3 | $102K | Sell |
1,888
-902
| -32% | -$48.4K | ﹤0.01% | 2616 |
|
|
2015
Q2 | $145K | Sell |
2,790
-3,458
| -55% | -$190K | ﹤0.01% | 2556 |
|
|
2015
Q1 | $349K | Buy |
6,248
+828
| +15% | +$48K | ﹤0.01% | 2115 |
|
|
2014
Q4 | $320K | Buy |
5,420
+2,718
| +101% | +$154K | ﹤0.01% | 2274 |
|
|
2014
Q3 | $142K | Sell |
2,702
-18
| -0.7% | -$958 | ﹤0.01% | 2675 |
|
|
2014
Q2 | $151K | Buy |
2,720
+18
| +0.7% | +$962 | ﹤0.01% | 2629 |
|
|
2014
Q1 | $141K | Sell |
2,702
-6,462
| -71% | -$321K | ﹤0.01% | 2651 |
|
|
2013
Q4 | $439K | Buy |
9,164
+5,288
| +136% | +$254K | ﹤0.01% | 1872 |
|
|
2013
Q3 | $182K | Buy |
3,876
+252
| +7% | +$12.1K | ﹤0.01% | 2280 |
|
|
2013
Q2 | $171K | Buy |
+3,624
| New | +$177K | ﹤0.01% | 2255 |
|
Other funds holding IDU
DWM
SPIA
LIA
Bank of Montreal's IDU Position: Q2 2026 in Review
Bank of Montreal increased its iShares US Utilities ETF (IDU) stake by 13% in Q2 2026, buying an estimated $177K and bringing the position to 13,175 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1879.
Bank of Montreal first reported a position in IDU in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.17M in Q4 2022. 274 funds tracked by Wall St. Rank hold IDU as of Q2 2026.
- Bank of Montreal held 13,175 shares of iShares US Utilities ETF worth $1.51M as of Q2 2026.
- Bank of Montreal bought 1,544 iShares US Utilities ETF shares in Q2 2026, an estimated $177K.
- iShares US Utilities ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1879 holding.
- Bank of Montreal first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 51 quarters since.
- Bank of Montreal's iShares US Utilities ETF position peaked at $2.17M in Q4 2022.
- 274 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.