Everett Harris & Co’s iShares US Utilities ETF IDU Stock Holding History

Everett Harris & Co’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	$2.06M	Sell	17,934 -105	-0.6%	-$12K	0.03%	114
2026 Q1	$2.09M	Hold	18,039	–	–	0.03%	114
2025 Q4	$1.95M	Sell	18,039 -175	-1%	-$19.6K	0.02%	120
2025 Q3	$2.02M	Sell	18,214 -300	-2%	-$32.4K	0.02%	116
2025 Q2	$1.94M	Sell	18,514 -70	-0.4%	-$7.17K	0.02%	116
2025 Q1	$1.88M	Sell	18,584 -286	-2%	-$28.6K	0.02%	109
2024 Q4	$1.82M	Hold	18,870	–	–	0.02%	106
2024 Q3	$1.93M	Sell	18,870 -40	-0.2%	-$3.79K	0.02%	101
2024 Q2	$1.66M	Hold	18,910	–	–	0.02%	104
2024 Q1	$1.6M	Sell	18,910 -100	-0.5%	-$7.97K	0.02%	107
2023 Q4	$1.52M	Hold	19,010	–	–	0.02%	109
2023 Q3	$1.4M	Sell	19,010 -2,034	-10%	-$163K	0.02%	112
2023 Q2	$1.72M	Sell	21,044 -1,102	-5%	-$91.7K	0.03%	104
2023 Q1	$1.85M	Sell	22,146 -2,100	-9%	-$175K	0.03%	97
2022 Q4	$2.1M	Sell	24,246 -300	-1%	-$25.2K	0.04%	91
2022 Q3	$1.99M	Hold	24,546	–	–	0.04%	88
2022 Q2	$2.1M	Sell	24,546 -6,000	-20%	-$530K	0.04%	92
2022 Q1	$2.78M	Sell	30,546 -1,200	-4%	-$102K	0.04%	89
2021 Q4	$2.81M	Sell	31,746 -1,300	-4%	-$109K	0.04%	87
2021 Q3	$2.61M	Hold	33,046	–	–	0.04%	88
2021 Q2	$2.59M	Sell	33,046 -1,300	-4%	-$105K	0.04%	91
2021 Q1	$2.73M	Sell	34,346 -1,000	-3%	-$77K	0.05%	82
2020 Q4	$2.74M	Buy	35,346 +200	+0.6%	+$15.6K	0.05%	79
2020 Q3	$2.57M	Sell	35,146 -60	-0.2%	-$4.4K	0.05%	84
2020 Q2	$2.47M	Sell	35,206 -1,908	-5%	-$136K	0.05%	84
2020 Q1	$2.56M	Buy	37,114 +6,134	+20%	+$489K	0.07%	78
2019 Q4	$2.51M	Sell	30,980 -3,682	-11%	-$294K	0.06%	95
2019 Q3	$2.82M	Sell	34,662 -400	-1%	-$31.1K	0.07%	85
2019 Q2	$2.64M	Sell	35,062 -100	-0.3%	-$7.43K	0.07%	87
2019 Q1	$2.59M	Sell	35,162 -846	-2%	-$59.7K	0.07%	87
2018 Q4	$2.42M	Sell	36,008 -130	-0.4%	-$8.95K	0.07%	84
2018 Q3	$2.42M	Sell	36,138 -400	-1%	-$27K	0.06%	88
2018 Q2	$2.41M	Hold	36,538	–	–	0.07%	86
2018 Q1	$2.33M	Sell	36,538 -2,034	-5%	-$128K	0.06%	90
2017 Q4	$2.56M	Sell	38,572 -950	-2%	-$65.3K	0.07%	88
2017 Q3	$2.63M	Sell	39,522 -1,250	-3%	-$84.1K	0.08%	84
2017 Q2	$2.65M	Sell	40,772 -1,580	-4%	-$104K	0.08%	84
2017 Q1	$2.72M	Sell	42,352 -4,112	-9%	-$257K	0.09%	81
2016 Q4	$2.83M	Sell	46,464 -732	-2%	-$43.8K	0.1%	78
2016 Q3	$2.89M	Sell	47,196 -1,000	-2%	-$63.4K	0.1%	84
2016 Q2	$3.16M	Sell	48,196 -550	-1%	-$33.9K	0.11%	81
2016 Q1	$3.01M	Sell	48,746 -110	-0.2%	-$6.33K	0.11%	89
2015 Q4	$2.64M	Sell	48,856 -1,066	-2%	-$57.8K	0.09%	94
2015 Q3	$2.69M	Hold	49,922	–	–	0.1%	90
2015 Q2	$2.59M	Buy	49,922 +200	+0.4%	+$11K	0.09%	91
2015 Q1	$2.78M	Sell	49,722 -200	-0.4%	-$11.6K	0.1%	86
2014 Q4	$2.95M	Hold	49,922	–	–	0.1%	85
2014 Q3	$2.63M	Sell	49,922 -2,832	-5%	-$151K	0.09%	89
2014 Q2	$2.94M	Sell	52,754 -432	-0.8%	-$23.1K	0.11%	79
2014 Q1	$2.77M	Sell	53,186 -2,672	-5%	-$133K	0.1%	76
2013 Q4	$2.68M	Sell	55,858 -300	-0.5%	-$14.4K	0.1%	74
2013 Q3	$2.64M	Sell	56,158 -3,100	-5%	-$148K	0.11%	69
2013 Q2	$2.8M	Buy	+59,258	New	+$2.89M	0.12%	72

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

Everett Harris & Co's IDU Position: Q2 2026 in Review

Everett Harris & Co reduced its iShares US Utilities ETF (IDU) stake by 0.58% in Q2 2026, selling an estimated $12K and leaving 17,934 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #114.

Everett Harris & Co first reported a position in IDU in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.16M in Q2 2016. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Everett Harris & Co held 17,934 shares of iShares US Utilities ETF worth $2.06M as of Q2 2026.
Everett Harris & Co sold 105 iShares US Utilities ETF shares in Q2 2026, an estimated $12K.
iShares US Utilities ETF made up 0.03% of Everett Harris & Co's portfolio in Q2 2026, its #114 holding.
Everett Harris & Co first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 53 quarters since.
Everett Harris & Co's iShares US Utilities ETF position peaked at $3.16M in Q2 2016.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.