Buck Wealth Strategies’s iShares US Utilities ETF IDU Stock Holding History

Buck Wealth Strategies’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	$817K	Buy	+7,130	New	+$816K	0.09%	100
2026 Q1	–	Sell	-7,876	Closed	-$853K	–	176
2025 Q4	$853K	Buy	+7,876	New	+$880K	0.11%	82
2025 Q3	–	Sell	-10,256	Closed	-$1.07M	–	175
2025 Q2	$1.07M	Buy	10,256 +3,348	+48%	+$343K	0.16%	64
2025 Q1	$701K	Buy	+6,908	New	+$690K	0.13%	77
2023 Q4	–	Sell	-90	Closed	-$6.62K	–	182
2023 Q3	$6.62K	Buy	+90	New	+$7.22K	﹤0.01%	221

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

Buck Wealth Strategies's IDU Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 7,130 shares worth $817K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in IDU as recently as Q4 2025.

Buck Wealth Strategies first reported a position in IDU in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.07M in Q2 2025. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Buck Wealth Strategies held 7,130 shares of iShares US Utilities ETF worth $817K as of Q2 2026.
iShares US Utilities ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares US Utilities ETF made up 0.09% of Buck Wealth Strategies's portfolio in Q2 2026, its #100 holding.
Buck Wealth Strategies first reported a position in iShares US Utilities ETF in Q3 2023 and has held it in 5 quarters since.
Buck Wealth Strategies's iShares US Utilities ETF position peaked at $1.07M in Q2 2025.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.