Beacon Capital Management LLC (Tennessee)’s iShares US Utilities ETF IDU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	–	Sell	-3,311	Closed	-$384K	–	183
2026 Q1	$384K	Buy	3,311 +633	+24%	+$72K	0.07%	112
2025 Q4	$290K	Buy	+2,678	New	+$299K	0.05%	120
2025 Q3	–	Sell	-102	Closed	-$10.7K	–	535
2025 Q2	$10.7K	Buy	102 +1	+1%	+$102	﹤0.01%	623
2025 Q1	$10.3K	Hold	101	–	–	﹤0.01%	620
2024 Q4	$9.69K	Hold	101	–	–	﹤0.01%	605
2024 Q3	$10.3K	Buy	101 +1	+1%	+$95	﹤0.01%	639
2024 Q2	$8.79K	Hold	100	–	–	﹤0.01%	594
2024 Q1	$8.45K	Hold	100	–	–	﹤0.01%	605
2023 Q4	$7.36K	Hold	100	–	–	﹤0.01%	587
2023 Q3	$8.18K	Hold	100	–	–	﹤0.01%	609
2023 Q2	$8.18K	Hold	100	–	–	﹤0.01%	609
2023 Q1	$8.37K	Hold	100	–	–	﹤0.01%	532
2022 Q4	$8.65K	Sell	100 -210	-68%	-$17.6K	﹤0.01%	531
2022 Q3	$27K	Hold	310	–	–	0.01%	292
2022 Q2	$28K	Hold	310	–	–	0.01%	328
2022 Q1	$28K	Buy	+310	New	+$26.4K	0.01%	328

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

Beacon Capital Management LLC (Tennessee)'s IDU Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 3,311 shares — an estimated $384K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IDU in Q1 2022 and held it in 16 quarters. The position peaked at $384K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 3,311 iShares US Utilities ETF shares in Q2 2026, an estimated $384K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares US Utilities ETF in Q1 2022 and held it in 16 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares US Utilities ETF position peaked at $384K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.