Capital Advisors Ltd’s iShares US Utilities ETF IDU Stock Holding History

Capital Advisors Ltd’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	$490K	Buy	4,279 +11	+0.3%	+$1.26K	0.05%	183
2026 Q1	$496K	Buy	4,268 +10	+0.2%	+$1.14K	0.06%	174
2025 Q4	$461K	Buy	4,258 +12	+0.3%	+$1.34K	0.05%	186
2025 Q3	$471K	Buy	4,246 +11	+0.3%	+$1.19K	0.05%	177
2025 Q2	$443K	Buy	4,235 +11	+0.3%	+$1.13K	0.05%	177
2025 Q1	$428K	Hold	4,224	–	–	0.06%	172
2024 Q4	$406K	Hold	4,224	–	–	0.05%	180
2024 Q3	$431K	Hold	4,224	–	–	0.05%	176
2024 Q2	$371K	Hold	4,224	–	–	0.05%	190
2024 Q1	$357K	Sell	4,224 -88	-2%	-$7.01K	0.05%	196
2023 Q4	$345K	Hold	4,312	–	–	0.05%	190
2023 Q3	$317K	Hold	4,312	–	–	0.05%	191
2023 Q2	$353K	Hold	4,312	–	–	0.05%	186
2023 Q1	$361K	Hold	4,312	–	–	0.06%	171
2022 Q4	$373K	Hold	4,312	–	–	0.06%	163
2022 Q3	$350K	Hold	4,312	–	–	0.07%	164
2022 Q2	$369K	Buy	4,312 +88	+2%	+$7.78K	0.07%	165
2022 Q1	$384K	Hold	4,224	–	–	0.06%	167
2021 Q4	$374K	Hold	4,224	–	–	0.06%	168
2021 Q3	$333K	Hold	4,224	–	–	0.06%	153
2021 Q2	$332K	Hold	4,224	–	–	0.06%	146
2021 Q1	$336K	Hold	4,224	–	–	0.06%	131
2020 Q4	$328K	Hold	4,224	–	–	0.07%	127
2020 Q3	$308K	Hold	4,224	–	–	0.08%	121
2020 Q2	$296K	Hold	4,224	–	–	0.08%	120
2020 Q1	$292K	Hold	4,224	–	–	0.09%	115
2019 Q4	$342K	Sell	4,224 -2,070	-33%	-$165K	0.09%	102
2019 Q3	$425K	Buy	6,294 +2,070	+49%	+$161K	0.12%	94
2019 Q2	$318K	Sell	4,224 -1,158	-22%	-$86K	0.09%	111
2019 Q1	$396K	Hold	5,382	–	–	0.11%	103
2018 Q4	$361K	Hold	5,382	–	–	0.11%	108
2018 Q3	$361K	Hold	5,382	–	–	0.1%	107
2018 Q2	$355K	Hold	5,382	–	–	0.11%	98
2018 Q1	$343K	Hold	5,382	–	–	0.11%	97
2017 Q4	$358K	Hold	5,382	–	–	0.12%	89
2017 Q3	$358K	Hold	5,382	–	–	0.13%	89
2017 Q2	$350K	Hold	5,382	–	–	0.13%	92
2017 Q1	$346K	Hold	5,382	–	–	0.13%	87
2016 Q4	$328K	Hold	5,382	–	–	0.14%	87
2016 Q3	$330K	Hold	5,382	–	–	0.15%	82
2016 Q2	$353K	Hold	5,382	–	–	0.17%	78
2016 Q1	$333K	Hold	5,382	–	–	0.17%	74
2015 Q4	$290K	Sell	5,382 -632	-11%	-$34.3K	0.15%	82
2015 Q3	$324K	Sell	6,014 -448	-7%	-$24K	0.18%	74
2015 Q2	$335K	Sell	6,462 -118	-2%	-$6.49K	0.17%	75
2015 Q1	$368K	Hold	6,580	–	–	0.19%	68
2014 Q4	$389K	Buy	6,580 +174	+3%	+$9.87K	0.21%	61
2014 Q3	$337K	Buy	6,406 +166	+3%	+$8.84K	0.19%	68
2014 Q2	$347K	Buy	6,240 +942	+18%	+$50.3K	0.19%	69
2014 Q1	$276K	Buy	5,298 +48	+0.9%	+$2.38K	0.16%	74
2013 Q4	$252K	Buy	+5,250	New	+$252K	0.17%	74

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

Capital Advisors Ltd's IDU Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares US Utilities ETF (IDU) stake by 0.26% in Q2 2026, buying an estimated $1.26K and bringing the position to 4,279 shares worth $490K. The position accounts for 0.05% of the portfolio, ranked #183.

Capital Advisors Ltd first reported a position in IDU in Q4 2013 and has held it in 51 quarters since. The position peaked at $496K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Capital Advisors Ltd held 4,279 shares of iShares US Utilities ETF worth $490K as of Q2 2026.
Capital Advisors Ltd bought 11 iShares US Utilities ETF shares in Q2 2026, an estimated $1.26K.
iShares US Utilities ETF made up 0.05% of Capital Advisors Ltd's portfolio in Q2 2026, its #183 holding.
Capital Advisors Ltd first reported a position in iShares US Utilities ETF in Q4 2013 and has held it in 51 quarters since.
Capital Advisors Ltd's iShares US Utilities ETF position peaked at $496K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.