Beaird Harris Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Beaird Harris 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	$42.4K	Hold	370	–	–	﹤0.01%	270
2026 Q1	$43K	Hold	370	–	–	﹤0.01%	259
2025 Q4	$40.1K	Hold	370	–	–	﹤0.01%	274
2025 Q3	$41K	Hold	370	–	–	﹤0.01%	270
2025 Q2	$38.7K	Hold	370	–	–	﹤0.01%	271
2025 Q1	$37.5K	Sell	370 -26	-7%	-$2.6K	﹤0.01%	248
2024 Q4	$38.1K	Hold	396	–	–	﹤0.01%	252
2024 Q3	$40.4K	Hold	396	–	–	﹤0.01%	243
2024 Q2	$34.8K	Hold	396	–	–	﹤0.01%	253
2024 Q1	$33.5K	Hold	396	–	–	﹤0.01%	233
2023 Q4	$31.7K	Hold	396	–	–	﹤0.01%	219
2023 Q3	$29.1K	Hold	396	–	–	﹤0.01%	203
2023 Q2	$32.4K	Hold	396	–	–	﹤0.01%	197
2023 Q1	$33.1K	Hold	396	–	–	0.01%	195
2022 Q4	$34.3K	Hold	396	–	–	0.01%	201
2022 Q3	$32K	Hold	396	–	–	0.01%	194
2022 Q2	$34K	Hold	396	–	–	0.01%	163
2022 Q1	$36K	Hold	396	–	–	0.01%	208
2021 Q4	$35K	Buy	+396	New	+$33.1K	0.01%	273

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

Beaird Harris Wealth Management's IDU Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 370 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Beaird Harris Wealth Management first reported a position in IDU in Q4 2021 and has held it in 19 quarters since. The position peaked at $43K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Beaird Harris Wealth Management held 370 shares of iShares US Utilities ETF worth $42.4K as of Q2 2026.
Beaird Harris Wealth Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #270 holding.
Beaird Harris Wealth Management first reported a position in iShares US Utilities ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's iShares US Utilities ETF position peaked at $43K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.