Corient Private Wealth
IDU icon

Corient Private Wealth’s iShares US Utilities ETF IDU Stock Holding History

Corient Private Wealth’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 		$2.32M Sell
20,212
-892
-4% -$102K ﹤0.01% 1303
2026
Q1 		$2.43M Sell
21,104
-329
-2% -$37.4K ﹤0.01% 1165
2025
Q4 		$2.32M Buy
21,433
+19,373
+940% +$2.16M ﹤0.01% 1070
2025
Q3 		$228K Sell
2,060
-20,390
-91% -$2.2M ﹤0.01% 2290
2025
Q2 		$2.35M Sell
22,450
-825
-4% -$84.5K ﹤0.01% 970
2025
Q1 		$2.36M Buy
23,275
+1,157
+5% +$116K ﹤0.01% 920
2024
Q4 		$2.13M Sell
22,118
-2,013
-8% -$203K ﹤0.01% 975
2024
Q3 		$2.46M Sell
24,131
-1,140
-5% -$108K ﹤0.01% 1005
2024
Q2 		$2.22M Sell
25,271
-1,347
-5% -$118K ﹤0.01% 981
2024
Q1 		$2.25M Buy
26,618
+1,516
+6% +$121K ﹤0.01% 974
2023
Q4 		$2.01M Sell
25,102
-1,655
-6% -$127K ﹤0.01% 998
2023
Q3 		$1.97M Sell
26,757
-8,521
-24% -$684K ﹤0.01% 927
2023
Q2 		$2.88M Buy
35,278
+1,414
+4% +$118K 0.01% 790
2023
Q1 		$2.83M Buy
33,864
+10,108
+43% +$844K 0.01% 742
2022
Q4 		$2.06M Buy
+23,756
New +$1.99M 0.01% 696

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

Corient Private Wealth's IDU Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares US Utilities ETF (IDU) stake by 4.2% in Q2 2026, selling an estimated $102K and leaving 20,212 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Corient Private Wealth first reported a position in IDU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.88M in Q2 2023. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Corient Private Wealth held 20,212 shares of iShares US Utilities ETF worth $2.32M as of Q2 2026.
  • Corient Private Wealth sold 892 iShares US Utilities ETF shares in Q2 2026, an estimated $102K.
  • iShares US Utilities ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1303 holding.
  • Corient Private Wealth first reported a position in iShares US Utilities ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares US Utilities ETF position peaked at $2.88M in Q2 2023.
  • 290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.