Beacon Financial Advisory’s iShares US Utilities ETF IDU Stock Holding History

Beacon Financial Advisory’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	$229K	Sell	1,998 -20	-1%	-$2.29K	0.05%	390
2026 Q1	$234K	Buy	+2,018	New	+$229K	0.05%	362
2020 Q1	–	Sell	-2,478	Closed	-$200K	–	147
2019 Q4	$200K	Buy	+2,478	New	+$198K	0.17%	157

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 Financial Advisory's IDU Position: Q2 2026 in Review

Beacon Financial Advisory reduced its iShares US Utilities ETF (IDU) stake by 0.99% in Q2 2026, selling an estimated $2.29K and leaving 1,998 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #390.

Beacon Financial Advisory first reported a position in IDU in Q4 2019 and has held it in 3 quarters since. The position peaked at $234K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Beacon Financial Advisory held 1,998 shares of iShares US Utilities ETF worth $229K as of Q2 2026.
Beacon Financial Advisory sold 20 iShares US Utilities ETF shares in Q2 2026, an estimated $2.29K.
iShares US Utilities ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #390 holding.
Beacon Financial Advisory first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 3 quarters since.
Beacon Financial Advisory's iShares US Utilities ETF position peaked at $234K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.