BOS Asset Management’s iShares US Utilities ETF IDU Stock Holding History

BOS Asset 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	$2.07M	Buy	18,098 +132	+0.7%	+$15.1K	0.48%	48
2026 Q1	$2.09M	Sell	17,966 -1,357	-7%	-$154K	0.53%	40
2025 Q4	$2.09M	Sell	19,323 -125	-0.6%	-$14K	0.56%	39
2025 Q3	$2.16M	Buy	19,448 +1,217	+7%	+$131K	0.61%	37
2025 Q2	$1.91M	Sell	18,231 -1,066	-6%	-$109K	0.61%	37
2025 Q1	$1.96M	Sell	19,297 -150	-0.8%	-$15K	0.67%	32
2024 Q4	$1.87M	Sell	19,447 -19	-0.1%	-$1.91K	0.67%	31
2024 Q3	$1.99M	Sell	19,466 -1,495	-7%	-$142K	0.73%	28
2024 Q2	$1.84M	Sell	20,961 -309	-1%	-$27.2K	0.85%	26
2024 Q1	$1.8M	Sell	21,270 -2,134	-9%	-$170K	0.94%	25
2023 Q4	$1.87M	Sell	23,404 -1,610	-6%	-$123K	1.28%	18
2023 Q3	$1.84M	Sell	25,014 -794	-3%	-$63.7K	1.35%	16
2023 Q2	$2.11M	Sell	25,808 -571	-2%	-$47.5K	1.64%	16
2023 Q1	$2.21M	Sell	26,379 -4,794	-15%	-$400K	1.84%	13
2022 Q4	$2.7M	Buy	+31,173	New	+$2.62M	2.41%	11

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

BOS Asset Management's IDU Position: Q2 2026 in Review

BOS Asset Management increased its iShares US Utilities ETF (IDU) stake by 0.73% in Q2 2026, buying an estimated $15.1K and bringing the position to 18,098 shares worth $2.07M. The position accounts for 0.48% of the portfolio, ranked #48.

BOS Asset Management first reported a position in IDU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.7M in Q4 2022. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

BOS Asset Management held 18,098 shares of iShares US Utilities ETF worth $2.07M as of Q2 2026.
BOS Asset Management bought 132 iShares US Utilities ETF shares in Q2 2026, an estimated $15.1K.
iShares US Utilities ETF made up 0.48% of BOS Asset Management's portfolio in Q2 2026, its #48 holding.
BOS Asset Management first reported a position in iShares US Utilities ETF in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's iShares US Utilities ETF position peaked at $2.7M in Q4 2022.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.