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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

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

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. 288 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.
  • 288 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.