Brookwood Investment Group’s iShares US Utilities ETF IDU Stock Holding History

Brookwood Investment Group’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	$467K	Sell	4,079 -34	-0.8%	-$3.89K	0.05%	319
2026 Q1	$478K	Buy	4,113 +231	+6%	+$26.3K	0.06%	293
2025 Q4	$421K	Hold	3,882	–	–	0.05%	328
2025 Q3	$431K	Sell	3,882 -257	-6%	-$27.7K	0.06%	295
2025 Q2	$433K	Sell	4,139 -102	-2%	-$10.4K	0.07%	267
2025 Q1	$430K	Buy	+4,241	New	+$424K	0.07%	242

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

Brookwood Investment Group's IDU Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares US Utilities ETF (IDU) stake by 0.83% in Q2 2026, selling an estimated $3.89K and leaving 4,079 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #319.

Brookwood Investment Group first reported a position in IDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $478K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Brookwood Investment Group held 4,079 shares of iShares US Utilities ETF worth $467K as of Q2 2026.
Brookwood Investment Group sold 34 iShares US Utilities ETF shares in Q2 2026, an estimated $3.89K.
iShares US Utilities ETF made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #319 holding.
Brookwood Investment Group first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's iShares US Utilities ETF position peaked at $478K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.