Cerity Partners’s iShares US Utilities ETF IDU Stock Holding History

Cerity 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	$2.06M	Buy	17,957 +2,566	+17%	+$294K	﹤0.01%	1578
2026 Q1	$1.79M	Sell	15,391 -2,220	-13%	-$252K	﹤0.01%	1552
2025 Q4	$1.91M	Buy	17,611 +309	+2%	+$34.5K	﹤0.01%	1391
2025 Q3	$1.92M	Buy	17,302 +330	+2%	+$35.6K	﹤0.01%	1308
2025 Q2	$1.77M	Hold	16,972	–	–	﹤0.01%	1274
2025 Q1	$1.72M	Sell	16,972 -1,294	-7%	-$129K	﹤0.01%	1187
2024 Q4	$1.76M	Buy	18,266 +3,794	+26%	+$382K	﹤0.01%	1162
2024 Q3	$1.48M	Buy	14,472 +11,972	+479%	+$1.13M	﹤0.01%	1229
2024 Q2	$220K	Buy	+2,500	New	+$220K	﹤0.01%	1984

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

Cerity Partners's IDU Position: Q2 2026 in Review

Cerity Partners increased its iShares US Utilities ETF (IDU) stake by 17% in Q2 2026, buying an estimated $294K and bringing the position to 17,957 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Cerity Partners first reported a position in IDU in Q2 2024 and has held it in 9 quarters since. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Cerity Partners held 17,957 shares of iShares US Utilities ETF worth $2.06M as of Q2 2026.
Cerity Partners bought 2,566 iShares US Utilities ETF shares in Q2 2026, an estimated $294K.
iShares US Utilities ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1578 holding.
Cerity Partners first reported a position in iShares US Utilities ETF in Q2 2024 and has held it in 9 quarters since.
290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.