Empirical Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Empirical Asset 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
2026 Q2	$488K	Sell	4,260 -262	-6%	-$30K	0.11%	242
2026 Q1	$525K	Buy	4,522 +15	+0.3%	+$1.71K	0.14%	207
2025 Q4	$488K	Buy	4,507 +25	+0.6%	+$2.79K	0.14%	201
2025 Q3	$497K	Sell	4,482 -13	-0.3%	-$1.4K	0.14%	228
2025 Q2	$470K	Sell	4,495 -2	-0%	-$205	0.15%	212
2025 Q1	$456K	Buy	4,497 +52	+1%	+$5.19K	0.16%	208
2024 Q4	$428K	Buy	4,445 +45	+1%	+$4.53K	0.14%	181
2024 Q3	$449K	Buy	4,400 +461	+12%	+$43.6K	0.16%	179
2024 Q2	$346K	Sell	3,939 -100	-2%	-$8.79K	0.13%	221
2024 Q1	$341K	Buy	+4,039	New	+$322K	0.16%	181

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

Empirical Asset Management's IDU Position: Q2 2026 in Review

Empirical Asset Management reduced its iShares US Utilities ETF (IDU) stake by 5.8% in Q2 2026, selling an estimated $30K and leaving 4,260 shares worth $488K. The position accounts for 0.11% of the portfolio, ranked #242.

Empirical Asset Management first reported a position in IDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $525K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Empirical Asset Management held 4,260 shares of iShares US Utilities ETF worth $488K as of Q2 2026.
Empirical Asset Management sold 262 iShares US Utilities ETF shares in Q2 2026, an estimated $30K.
iShares US Utilities ETF made up 0.11% of Empirical Asset Management's portfolio in Q2 2026, its #242 holding.
Empirical Asset Management first reported a position in iShares US Utilities ETF in Q1 2024 and has held it in 10 quarters since.
Empirical Asset Management's iShares US Utilities ETF position peaked at $525K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.