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

Congress 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
2025
Q2 		$349K Buy
3,333
+407
+14% +$41.7K ﹤0.01% 1021
2025
Q1 		$296K Buy
+2,926
New +$292K ﹤0.01% 941

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Congress Wealth Management's IDU Position: Q2 2025 in Review

Congress Wealth Management increased its iShares US Utilities ETF (IDU) stake by 14% in Q2 2025, buying an estimated $41.7K and bringing the position to 3,333 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Congress Wealth Management first reported a position in IDU in Q1 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

  • Congress Wealth Management held 3,333 shares of iShares US Utilities ETF worth $349K as of Q2 2025.
  • Congress Wealth Management bought 407 iShares US Utilities ETF shares in Q2 2025, an estimated $41.7K.
  • iShares US Utilities ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1021 holding.
  • Congress Wealth Management first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.