EP Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

EP Wealth Advisors’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	$303K	Sell	2,643 -50	-2%	-$5.72K	﹤0.01%	1288
2026 Q1	$313K	Hold	2,693	–	–	﹤0.01%	1134
2025 Q4	$292K	Buy	+2,693	New	+$301K	﹤0.01%	1151
2025 Q2	$522K	Sell	4,996 -355	-7%	-$36.4K	﹤0.01%	767
2025 Q1	$543K	Sell	5,351 -100	-2%	-$9.99K	﹤0.01%	677
2024 Q4	$524K	Buy	5,451 +667	+14%	+$67.2K	﹤0.01%	679
2024 Q3	$488K	Buy	4,784 +323	+7%	+$30.6K	﹤0.01%	704
2024 Q2	$392K	Buy	+4,461	New	+$392K	﹤0.01%	590

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

EP Wealth Advisors's IDU Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares US Utilities ETF (IDU) stake by 1.9% in Q2 2026, selling an estimated $5.72K and leaving 2,643 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

EP Wealth Advisors first reported a position in IDU in Q2 2024 and has held it in 8 quarters since. The position peaked at $543K in Q1 2025. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

EP Wealth Advisors held 2,643 shares of iShares US Utilities ETF worth $303K as of Q2 2026.
EP Wealth Advisors sold 50 iShares US Utilities ETF shares in Q2 2026, an estimated $5.72K.
iShares US Utilities ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1288 holding.
EP Wealth Advisors first reported a position in iShares US Utilities ETF in Q2 2024 and has held it in 8 quarters since.
EP Wealth Advisors's iShares US Utilities ETF position peaked at $543K in Q1 2025.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

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