Brown Advisory’s iShares US Utilities ETF IDU Stock Holding History

Brown Advisory’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	$296K	Hold	2,579	–	–	﹤0.01%	1290
2026 Q1	$299K	Hold	2,579	–	–	﹤0.01%	1214
2025 Q4	$279K	Buy	2,579 +179	+7%	+$20K	﹤0.01%	1229
2025 Q3	$266K	Hold	2,400	–	–	﹤0.01%	1244
2025 Q2	$251K	Hold	2,400	–	–	﹤0.01%	1224
2025 Q1	$243K	Hold	2,400	–	–	﹤0.01%	1201
2024 Q4	$231K	Hold	2,400	–	–	﹤0.01%	1243
2024 Q3	$245K	Hold	2,400	–	–	﹤0.01%	1156
2024 Q2	$211K	Hold	2,400	–	–	﹤0.01%	1165
2024 Q1	$203K	Buy	+2,400	New	+$191K	﹤0.01%	1186
2023 Q2	–	Sell	-2,400	Closed	-$201K	–	1210
2023 Q1	$201K	Hold	2,400	–	–	﹤0.01%	1137
2022 Q4	$208K	Buy	+2,400	New	+$201K	﹤0.01%	1127
2022 Q3	–	Sell	-2,400	Closed	-$205K	–	1145
2022 Q2	$205K	Hold	2,400	–	–	﹤0.01%	1040
2022 Q1	$218K	Buy	+2,400	New	+$204K	﹤0.01%	1046

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

Brown Advisory's IDU Position: Q2 2026 in Review

Brown Advisory held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 2,579 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Brown Advisory first reported a position in IDU in Q1 2022 and has held it in 14 quarters since. The position peaked at $299K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Brown Advisory held 2,579 shares of iShares US Utilities ETF worth $296K as of Q2 2026.
Brown Advisory left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1290 holding.
Brown Advisory first reported a position in iShares US Utilities ETF in Q1 2022 and has held it in 14 quarters since.
Brown Advisory's iShares US Utilities ETF position peaked at $299K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.