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Essex LLC’s iShares US Utilities ETF IDU Stock Holding History

Essex LLC’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 		$1.55M Sell
13,540
-324
-2% -$37.1K 0.24% 68
2026
Q1 		$1.61M Sell
13,864
-32
-0.2% -$3.64K 0.28% 66
2025
Q4 		$1.51M Sell
13,896
-175
-1% -$19.6K 0.27% 69
2025
Q3 		$1.56M Sell
14,071
-559
-4% -$60.3K 0.28% 69
2025
Q2 		$1.53M Sell
14,630
-974
-6% -$99.7K 0.3% 69
2025
Q1 		$1.58M Sell
15,604
-266
-2% -$26.6K 0.34% 61
2024
Q4 		$1.53M Sell
15,870
-705
-4% -$71K 0.32% 65
2024
Q3 		$1.69M Sell
16,575
-817
-5% -$77.4K 0.35% 64
2024
Q2 		$1.53M Sell
17,392
-1,170
-6% -$103K 0.34% 63
2024
Q1 		$1.57M Sell
18,562
-1,190
-6% -$94.8K 0.36% 61
2023
Q4 		$1.58M Sell
19,752
-4,500
-19% -$345K 0.39% 62
2023
Q3 		$1.78M Sell
24,252
-5,024
-17% -$403K 0.5% 54
2023
Q2 		$2.39M Sell
29,276
-2,817
-9% -$235K 0.67% 43
2023
Q1 		$2.78M Hold
32,093
– – 0.84% 40
2022
Q4 		$2.78M Sell
32,093
-2,055
-6% -$172K 0.84% 40
2022
Q3 		$2.77M Buy
34,148
+265
+0.8% +$23.9K 0.91% 35
2022
Q2 		$2.9M Sell
33,883
-895
-3% -$79.1K 0.9% 37
2022
Q1 		$3.17M Sell
34,778
-1,425
-4% -$121K 0.86% 43
2021
Q4 		$3.2M Sell
36,203
-450
-1% -$37.6K 0.86% 40
2021
Q3 		$2.89M Buy
+36,653
New +$3.03M 0.8% 37

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

Essex LLC's IDU Position: Q2 2026 in Review

Essex LLC reduced its iShares US Utilities ETF (IDU) stake by 2.3% in Q2 2026, selling an estimated $37.1K and leaving 13,540 shares worth $1.55M. The position accounts for 0.24% of the portfolio, ranked #68.

Essex LLC first reported a position in IDU in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.2M in Q4 2021. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Essex LLC held 13,540 shares of iShares US Utilities ETF worth $1.55M as of Q2 2026.
  • Essex LLC sold 324 iShares US Utilities ETF shares in Q2 2026, an estimated $37.1K.
  • iShares US Utilities ETF made up 0.24% of Essex LLC's portfolio in Q2 2026, its #68 holding.
  • Essex LLC first reported a position in iShares US Utilities ETF in Q3 2021 and has held it in 20 quarters since.
  • Essex LLC's iShares US Utilities ETF position peaked at $3.2M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.