Cherry Tree Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Cherry Tree Wealth Management’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	$40.8K	Hold	356	–	–	0.01%	300
2026 Q1	$41.3K	Hold	356	–	–	0.01%	284
2025 Q4	$38.6K	Hold	356	–	–	0.01%	294
2025 Q3	$39.5K	Hold	356	–	–	0.01%	275
2025 Q2	$37.2K	Hold	356	–	–	0.01%	278
2025 Q1	$36.1K	Hold	356	–	–	0.01%	281
2024 Q4	$34.3K	Hold	356	–	–	0.01%	279
2024 Q3	$36.3K	Hold	356	–	–	0.01%	282
2024 Q2	$31.3K	Hold	356	–	–	0.01%	289
2024 Q1	$30.1K	Hold	356	–	–	0.01%	288
2023 Q4	$28.5K	Hold	356	–	–	0.01%	282
2023 Q3	$26.2K	Hold	356	–	–	0.01%	275
2023 Q2	$29.1K	Buy	+356	New	+$29.6K	0.01%	263

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

Cherry Tree Wealth Management's IDU Position: Q2 2026 in Review

Cherry Tree Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 356 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #300.

Cherry Tree Wealth Management first reported a position in IDU in Q2 2023 and has held it in 13 quarters since. The position peaked at $41.3K in Q1 2026. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Cherry Tree Wealth Management held 356 shares of iShares US Utilities ETF worth $40.8K as of Q2 2026.
Cherry Tree Wealth Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #300 holding.
Cherry Tree Wealth Management first reported a position in iShares US Utilities ETF in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's iShares US Utilities ETF position peaked at $41.3K in Q1 2026.
290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.