Bartlett & Co Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Bartlett & Co Wealth Management’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	$91.7K	Hold	800	–	–	﹤0.01%	641
2026 Q1	$93.7K	Hold	800	–	–	﹤0.01%	583
2025 Q4	$86.7K	Hold	800	–	–	﹤0.01%	581
2025 Q3	$88.7K	Hold	800	–	–	﹤0.01%	581
2025 Q2	$83.7K	Hold	800	–	–	﹤0.01%	583
2025 Q1	$81.1K	Hold	800	–	–	﹤0.01%	577
2024 Q4	$77K	Hold	800	–	–	﹤0.01%	573
2024 Q3	$81.6K	Hold	800	–	–	﹤0.01%	572
2024 Q2	$70.3K	Hold	800	–	–	﹤0.01%	596
2024 Q1	$67.6K	Hold	800	–	–	﹤0.01%	614
2023 Q4	$63.9K	Hold	800	–	–	﹤0.01%	653
2023 Q3	$59.4K	Hold	800	–	–	﹤0.01%	631
2023 Q2	$65.4K	Buy	800 +400	+100%	+$33.3K	﹤0.01%	621
2023 Q1	$33.5K	Hold	400	–	–	﹤0.01%	629
2022 Q4	$34.6K	Hold	400	–	–	﹤0.01%	629
2022 Q3	$32.5K	Hold	400	–	–	﹤0.01%	634
2022 Q2	$34.2K	Hold	400	–	–	﹤0.01%	643
2022 Q1	$34.2K	Buy	+400	New	+$34K	﹤0.01%	654
2021 Q4	–	Sell	-400	Closed	-$31.6K	–	622
2021 Q3	$31.6K	Hold	400	–	–	﹤0.01%	573
2021 Q2	$31.4K	Hold	400	–	–	﹤0.01%	576
2021 Q1	$31.8K	Hold	400	–	–	﹤0.01%	608
2020 Q4	$30.6K	Hold	400	–	–	﹤0.01%	607
2020 Q3	$29.2K	Hold	400	–	–	﹤0.01%	571
2020 Q2	$28K	Hold	400	–	–	﹤0.01%	570
2020 Q1	$27.6K	Hold	400	–	–	﹤0.01%	544
2019 Q4	$32.4K	Hold	400	–	–	﹤0.01%	594
2019 Q3	$32.6K	Buy	+400	New	+$31.1K	﹤0.01%	593

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

Bartlett & Co Wealth Management's IDU Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 800 shares worth $91.7K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Bartlett & Co Wealth Management first reported a position in IDU in Q3 2019 and has held it in 27 quarters since. The position peaked at $93.7K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Bartlett & Co Wealth Management held 800 shares of iShares US Utilities ETF worth $91.7K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #641 holding.
Bartlett & Co Wealth Management first reported a position in iShares US Utilities ETF in Q3 2019 and has held it in 27 quarters since.
Bartlett & Co Wealth Management's iShares US Utilities ETF position peaked at $93.7K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.