Capital Investment Advisory Services’s iShares US Utilities ETF IDU Stock Holding History

Capital Investment Advisory Services’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	$68.9K	Buy	601 +3	+0.5%	+$343	﹤0.01%	880
2026 Q1	$69.4K	Buy	598 +3	+0.5%	+$341	0.01%	796
2025 Q4	$64.4K	Buy	595 +4	+0.7%	+$447	﹤0.01%	779
2025 Q3	$65.5K	Buy	591 +3	+0.5%	+$323	0.01%	730
2025 Q2	$61.5K	Buy	588 +4	+0.7%	+$410	0.01%	721
2025 Q1	$59.3K	Buy	584 +3	+0.5%	+$300	0.01%	687
2024 Q4	$55.9K	Buy	581 +4	+0.7%	+$403	0.01%	642
2024 Q3	$58.9K	Buy	577 +4	+0.7%	+$379	0.01%	660
2024 Q2	$50.4K	Buy	573 +2	+0.4%	+$176	0.01%	659
2024 Q1	$48.2K	Buy	571 +3	+0.5%	+$239	0.01%	662
2023 Q4	$45.4K	Buy	568 +10	+2%	+$766	﹤0.01%	678
2023 Q3	$41K	Hold	558	–	–	﹤0.01%	649
2023 Q2	$45.6K	Buy	558 +3	+0.5%	+$250	﹤0.01%	612
2023 Q1	$46.5K	Buy	555 +3	+0.5%	+$250	0.01%	602
2022 Q4	$47.7K	Buy	+552	New	+$46.3K	0.01%	619

Other funds holding IDU

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Capital Investment Advisory Services's IDU Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares US Utilities ETF (IDU) stake by 0.5% in Q2 2026, buying an estimated $343 and bringing the position to 601 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Capital Investment Advisory Services first reported a position in IDU in Q4 2022 and has held it in 15 quarters since. The position peaked at $69.4K in Q1 2026. 74 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Capital Investment Advisory Services held 601 shares of iShares US Utilities ETF worth $68.9K as of Q2 2026.
Capital Investment Advisory Services bought 3 iShares US Utilities ETF shares in Q2 2026, an estimated $343.
iShares US Utilities ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #880 holding.
Capital Investment Advisory Services first reported a position in iShares US Utilities ETF in Q4 2022 and has held it in 15 quarters since.
Capital Investment Advisory Services's iShares US Utilities ETF position peaked at $69.4K in Q1 2026.
74 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.