EH
IDU icon

Equitable Holdings’s iShares US Utilities ETF IDU Stock Holding History

Equitable Holdings’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 		$3.54M Sell
30,881
-1,500
-5% -$172K 0.02% 557
2026
Q1 		$3.51M Sell
32,381
-15,277
-32% -$1.74M 0.02% 551
2025
Q4 		$5.16M Buy
47,658
+8,806
+23% +$984K 0.04% 367
2025
Q3 		$4.31M Buy
38,852
+24,877
+178% +$2.68M 0.03% 389
2025
Q2 		$1.46M Buy
13,975
+4,215
+43% +$432K 0.01% 679
2025
Q1 		$990K Buy
9,760
+1,260
+15% +$126K 0.01% 717
2024
Q4 		$818K Buy
8,500
+1,538
+22% +$155K 0.01% 732
2024
Q3 		$710K Buy
6,962
+1,609
+30% +$152K 0.01% 779
2024
Q2 		$470K Buy
5,353
+1,259
+31% +$111K ﹤0.01% 851
2024
Q1 		$346K Sell
4,094
-37
-0.9% -$2.95K ﹤0.01% 916
2023
Q4 		$330K Sell
4,131
-821
-17% -$62.9K ﹤0.01% 911
2023
Q3 		$364K Sell
4,952
-615
-11% -$49.3K 0.01% 821
2023
Q2 		$455K Sell
5,567
-1,334
-19% -$111K 0.01% 731
2023
Q1 		$578K Buy
6,901
+331
+5% +$27.6K 0.01% 609
2022
Q4 		$569K Sell
6,570
-402
-6% -$33.7K 0.01% 575
2022
Q3 		$566K Sell
6,972
-140
-2% -$12.6K 0.01% 533
2022
Q2 		$609K Sell
7,112
-551
-7% -$48.7K 0.01% 518
2022
Q1 		$697K Buy
7,663
+415
+6% +$35.3K 0.01% 498
2021
Q4 		$641K Sell
7,248
-90
-1% -$7.53K 0.01% 511
2021
Q3 		$579K Buy
7,338
+6
+0.1% +$495 0.01% 524
2021
Q2 		$576K Sell
7,332
-104
-1% -$8.43K 0.01% 506
2021
Q1 		$592K Buy
7,436
+6
+0.1% +$462 0.01% 467
2020
Q4 		$577K Sell
7,430
-412
-5% -$32.1K 0.01% 427
2020
Q3 		$573K Sell
7,842
-284
-3% -$20.8K 0.01% 391
2020
Q2 		$570K Buy
8,126
+4
+0% +$286 0.02% 381
2020
Q1 		$561K Sell
8,122
-32
-0.4% -$2.55K 0.02% 347
2019
Q4 		$661K Buy
+8,154
New +$650K 0.02% 354

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

Equitable Holdings's IDU Position: Q2 2026 in Review

Equitable Holdings reduced its iShares US Utilities ETF (IDU) stake by 4.6% in Q2 2026, selling an estimated $172K and leaving 30,881 shares worth $3.54M. The position accounts for 0.02% of the portfolio, ranked #557.

Equitable Holdings first reported a position in IDU in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.16M in Q4 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Equitable Holdings held 30,881 shares of iShares US Utilities ETF worth $3.54M as of Q2 2026.
  • Equitable Holdings sold 1,500 iShares US Utilities ETF shares in Q2 2026, an estimated $172K.
  • iShares US Utilities ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #557 holding.
  • Equitable Holdings first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares US Utilities ETF position peaked at $5.16M in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.