Discipline Wealth Solutions’s iShares US Utilities ETF IDU Stock Holding History

Discipline Wealth Solutions’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	–	Sell	-1,958	Closed	-$227K	–	204
2026 Q1	$227K	Buy	1,958 +31	+2%	+$3.52K	0.02%	182
2025 Q4	$209K	Sell	1,927 -10	-0.5%	-$1.12K	0.04%	163
2025 Q3	$215K	Sell	1,937 -374	-16%	-$40.3K	0.06%	146
2025 Q2	$242K	Sell	2,311 -51	-2%	-$5.22K	0.09%	84
2025 Q1	$240K	Buy	+2,362	New	+$236K	0.11%	69

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

Discipline Wealth Solutions's IDU Position: Q2 2026 in Review

Discipline Wealth Solutions sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 1,958 shares — an estimated $227K sold.

Discipline Wealth Solutions first reported a position in IDU in Q1 2025 and held it in 5 quarters. The position peaked at $242K in Q2 2025. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Discipline Wealth Solutions reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
Discipline Wealth Solutions sold 1,958 iShares US Utilities ETF shares in Q2 2026, an estimated $227K.
Discipline Wealth Solutions first reported a position in iShares US Utilities ETF in Q1 2025 and held it in 5 quarters.
Discipline Wealth Solutions's iShares US Utilities ETF position peaked at $242K in Q2 2025.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.