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Commonwealth Retirement Investments’s iShares US Utilities ETF IDU Stock Holding History

Commonwealth Retirement Investments’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 		$15K Buy
+131
New +$15K ﹤0.01% 274
2026
Q1 		– Sell
-131
Closed -$14.2K – 259
2025
Q4 		$14.2K Buy
+131
New +$14.6K ﹤0.01% 289

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

Commonwealth Retirement Investments's IDU Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 131 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in IDU as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in IDU in Q4 2025 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Commonwealth Retirement Investments held 131 shares of iShares US Utilities ETF worth $15K as of Q2 2026.
  • iShares US Utilities ETF was a new Commonwealth Retirement Investments position in Q2 2026.
  • iShares US Utilities ETF made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #274 holding.
  • Commonwealth Retirement Investments first reported a position in iShares US Utilities ETF in Q4 2025 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.