Brookstone Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Brookstone Capital 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	$409K	Sell	3,573 -142	-4%	-$16.3K	﹤0.01%	998
2026 Q1	$431K	Buy	3,715 +293	+9%	+$33.3K	﹤0.01%	913
2025 Q4	$371K	Sell	3,422 -38	-1%	-$4.25K	﹤0.01%	930
2025 Q3	$384K	Buy	3,460 +135	+4%	+$14.6K	﹤0.01%	898
2025 Q2	$348K	Buy	3,325 +284	+9%	+$29.1K	﹤0.01%	846
2025 Q1	$308K	Sell	3,041 -47,973	-94%	-$4.79M	﹤0.01%	844
2024 Q4	$4.91M	Sell	51,014 -200	-0.4%	-$20.2K	0.07%	256
2024 Q3	$5.22M	Sell	51,214 -1,394	-3%	-$132K	0.08%	240
2024 Q2	$4.77M	Buy	+52,608	New	+$4.62M	0.08%	237
2023 Q4	–	Sell	-3,176	Closed	-$233K	–	889
2023 Q3	$233K	Sell	3,176 -2,061	-39%	-$165K	0.01%	739
2023 Q2	$427K	Sell	5,237 -3,020	-37%	-$251K	0.01%	618
2023 Q1	$706K	Sell	8,257 -1,749	-17%	-$146K	0.01%	523
2022 Q4	$872K	Sell	10,006 -33,768	-77%	-$2.83M	0.02%	457
2022 Q3	$3.34M	Buy	43,774 +1,043	+2%	+$93.9K	0.08%	210
2022 Q2	$3.65M	Sell	42,731 -26,380	-38%	-$2.33M	0.08%	203
2022 Q1	$6.4M	Buy	69,111 +57,882	+515%	+$4.92M	0.13%	160
2021 Q4	$975K	Buy	11,229 +6,122	+120%	+$512K	0.02%	404
2021 Q3	$413K	Sell	5,107 -467	-8%	-$38.6K	0.01%	538
2021 Q2	$445K	Buy	+5,574	New	+$452K	0.01%	506
2015 Q4	–	Sell	-78	Closed	-$4K	–	485
2015 Q3	$4K	Hold	78	–	–	﹤0.01%	1529
2015 Q2	$4K	Buy	+78	New	+$4.29K	﹤0.01%	1617
2015 Q1	–	Sell	-135,440	Closed	-$8.01M	–	190
2014 Q4	$8.01M	Buy	+135,440	New	+$7.68M	1.33%	19
2014 Q3	–	Sell	-46,848	Closed	-$2.61M	–	170
2014 Q2	$2.61M	Buy	+46,848	New	+$2.5M	0.53%	21

Other funds holding IDU

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

IBOK

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Brookstone Capital Management's IDU Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares US Utilities ETF (IDU) stake by 3.8% in Q2 2026, selling an estimated $16.3K and leaving 3,573 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Brookstone Capital Management first reported a position in IDU in Q2 2014 and has held it in 23 quarters since. The position peaked at $8.01M in Q4 2014. 36 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Brookstone Capital Management held 3,573 shares of iShares US Utilities ETF worth $409K as of Q2 2026.
Brookstone Capital Management sold 142 iShares US Utilities ETF shares in Q2 2026, an estimated $16.3K.
iShares US Utilities ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #998 holding.
Brookstone Capital Management first reported a position in iShares US Utilities ETF in Q2 2014 and has held it in 23 quarters since.
Brookstone Capital Management's iShares US Utilities ETF position peaked at $8.01M in Q4 2014.
36 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.