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Beacon Pointe Advisors’s iShares US Utilities ETF IDU Stock Holding History

Beacon Pointe 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 		$1.95M Sell
17,048
-1,934
-10% -$221K 0.01% 776
2026
Q1 		$2.2M Sell
18,982
-2,580
-12% -$293K 0.01% 696
2025
Q4 		$2.34M Buy
+21,562
New +$2.41M 0.02% 559

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

Beacon Pointe Advisors's IDU Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares US Utilities ETF (IDU) stake by 10% in Q2 2026, selling an estimated $221K and leaving 17,048 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #776.

Beacon Pointe Advisors first reported a position in IDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.34M in Q4 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Beacon Pointe Advisors held 17,048 shares of iShares US Utilities ETF worth $1.95M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,934 iShares US Utilities ETF shares in Q2 2026, an estimated $221K.
  • iShares US Utilities ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #776 holding.
  • Beacon Pointe Advisors first reported a position in iShares US Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's iShares US Utilities ETF position peaked at $2.34M in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.