Concord Wealth Partners’s iShares US Utilities ETF IDU Stock Holding History

Concord Wealth 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	$41.9K	Buy	+366	New	+$41.9K	﹤0.01%	388
2026 Q1	–	Sell	-362	Closed	-$39.2K	–	468
2025 Q4	$39.2K	Buy	362 +2	+0.6%	+$224	0.01%	357
2025 Q3	$39.9K	Hold	360	–	–	0.01%	369
2025 Q2	$37.6K	Buy	360 +2	+0.6%	+$205	0.01%	376
2025 Q1	$36.3K	Sell	358 -23	-6%	-$2.3K	0.01%	371
2024 Q4	$36.6K	Hold	381	–	–	0.01%	379
2024 Q3	$38.9K	Sell	381 -37	-9%	-$3.5K	0.01%	368
2024 Q2	$36.7K	Buy	418 +41	+11%	+$3.6K	0.01%	346
2024 Q1	$31.8K	Sell	377 -5	-1%	-$399	0.01%	424
2023 Q4	$30.5K	Buy	382 +2	+0.5%	+$153	0.01%	431
2023 Q3	$28K	Hold	380	–	–	0.01%	459
2023 Q2	$31.1K	Buy	380 +2	+0.5%	+$167	0.01%	428
2023 Q1	$31.7K	Buy	378 +2	+0.5%	+$167	0.01%	416
2022 Q4	$32.5K	Buy	+376	New	+$31.6K	0.01%	457
2022 Q3	–	Sell	-371	Closed	-$32K	–	602
2022 Q2	$32K	Buy	371 +2	+0.5%	+$177	0.01%	445
2022 Q1	$34K	Buy	369 +2	+0.5%	+$170	0.01%	507
2021 Q4	$32K	Buy	+367	New	+$30.7K	0.01%	542

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

Concord Wealth Partners's IDU Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 366 shares worth $41.9K. The stake represents ﹤0.01% of the portfolio and ranks #388 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IDU as recently as Q4 2025.

Concord Wealth Partners first reported a position in IDU in Q4 2021 and has held it in 17 quarters since. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Concord Wealth Partners held 366 shares of iShares US Utilities ETF worth $41.9K as of Q2 2026.
iShares US Utilities ETF was a new Concord Wealth Partners position in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #388 holding.
Concord Wealth Partners first reported a position in iShares US Utilities ETF in Q4 2021 and has held it in 17 quarters since.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.