Evolution Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Evolution Wealth 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	$6.3K	Hold	55	–	–	﹤0.01%	660
2026 Q1	$6.39K	Hold	55	–	–	﹤0.01%	582
2025 Q4	$5.96K	Hold	55	–	–	﹤0.01%	518
2025 Q3	$6.1K	Hold	55	–	–	0.01%	420
2025 Q2	$5.75K	Buy	+55	New	+$5.63K	0.01%	437

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

Evolution Wealth Management's IDU Position: Q2 2026 in Review

Evolution Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 55 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Evolution Wealth Management first reported a position in IDU in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.39K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Evolution Wealth Management held 55 shares of iShares US Utilities ETF worth $6.3K as of Q2 2026.
Evolution Wealth Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #660 holding.
Evolution Wealth Management first reported a position in iShares US Utilities ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's iShares US Utilities ETF position peaked at $6.39K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.