D.J. St. Germain’s iShares US Utilities ETF IDU Stock Holding History

D.J. St. Germain’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	$26.7K	Hold	233	–	–	﹤0.01%	548
2026 Q1	$27.1K	Hold	233	–	–	﹤0.01%	534
2025 Q4	$25.2K	Hold	233	–	–	﹤0.01%	552
2025 Q3	$25.8K	Hold	233	–	–	﹤0.01%	549
2025 Q2	$24.4K	Sell	233 -67	-22%	-$6.86K	﹤0.01%	554
2025 Q1	$30.4K	Hold	300	–	–	﹤0.01%	456
2024 Q4	$28.9K	Hold	300	–	–	﹤0.01%	479
2024 Q3	$30.6K	Hold	300	–	–	﹤0.01%	426
2024 Q2	$26.4K	Hold	300	–	–	﹤0.01%	440
2024 Q1	$25.4K	Sell	300 -100	-25%	-$7.97K	﹤0.01%	455
2023 Q4	$32K	Hold	400	–	–	﹤0.01%	435
2023 Q3	$29.4K	Hold	400	–	–	﹤0.01%	421
2023 Q2	$32.7K	Buy	+400	New	+$33.3K	﹤0.01%	421

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

D.J. St. Germain's IDU Position: Q2 2026 in Review

D.J. St. Germain held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 233 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

D.J. St. Germain first reported a position in IDU in Q2 2023 and has held it in 13 quarters since. The position peaked at $32.7K in Q2 2023. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

D.J. St. Germain held 233 shares of iShares US Utilities ETF worth $26.7K as of Q2 2026.
D.J. St. Germain left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #548 holding.
D.J. St. Germain first reported a position in iShares US Utilities ETF in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's iShares US Utilities ETF position peaked at $32.7K in Q2 2023.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.