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Cary Street Partners’s iShares US Utilities ETF IDU Stock Holding History

Cary Street Partners’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 		$215K Buy
+1,880
New +$215K ﹤0.01% 905
2026
Q1 		– Sell
-2,391
Closed -$259K – 1007
2025
Q4 		$259K Buy
2,391
+331
+16% +$37K 0.01% 762
2025
Q3 		$228K Sell
2,060
-165
-7% -$17.8K 0.01% 753
2025
Q2 		$233K Buy
+2,225
New +$228K 0.01% 721

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cary Street Partners's IDU Position: Q2 2026 in Review

Cary Street Partners opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 1,880 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Cary Street Partners previously reported a position in IDU as recently as Q4 2025.

Cary Street Partners first reported a position in IDU in Q2 2025 and has held it in 4 quarters since. The position peaked at $259K in Q4 2025. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Cary Street Partners held 1,880 shares of iShares US Utilities ETF worth $215K as of Q2 2026.
  • iShares US Utilities ETF was a new Cary Street Partners position in Q2 2026.
  • iShares US Utilities ETF made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #905 holding.
  • Cary Street Partners first reported a position in iShares US Utilities ETF in Q2 2025 and has held it in 4 quarters since.
  • Cary Street Partners's iShares US Utilities ETF position peaked at $259K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.