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Farther Finance Advisors’s iShares US Utilities ETF IDU Stock Holding History

Farther Finance 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 		$220K Buy
1,920
+180
+10% +$20.6K ﹤0.01% 2178
2026
Q1 		$203K Sell
1,740
-69
-4% -$7.84K ﹤0.01% 2007
2025
Q4 		$196K Buy
1,809
+208
+13% +$23.2K ﹤0.01% 1923
2025
Q3 		$178K Buy
1,601
+424
+36% +$45.7K ﹤0.01% 1670
2025
Q2 		$123K Buy
1,177
+299
+34% +$30.6K ﹤0.01% 1658
2025
Q1 		$89.3K Buy
878
+789
+887% +$78.8K ﹤0.01% 1604
2024
Q4 		$8.57K Buy
89
+81
+1,013% +$8.16K ﹤0.01% 2443
2024
Q3 		$818 Hold
8
– – ﹤0.01% 3303
2024
Q2 		$698 Sell
8
-113
-93% -$9.93K ﹤0.01% 3183
2024
Q1 		$10.2K Buy
121
+101
+505% +$8.05K ﹤0.01% 1762
2023
Q4 		$1.6K Buy
20
+6
+43% +$460 ﹤0.01% 2522
2023
Q3 		$1.03K Buy
14
+2
+17% +$160 ﹤0.01% 2074
2023
Q2 		$981 Buy
+12
New +$999 ﹤0.01% 1986

Other funds holding IDU

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Farther Finance Advisors's IDU Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares US Utilities ETF (IDU) stake by 10% in Q2 2026, buying an estimated $20.6K and bringing the position to 1,920 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Farther Finance Advisors first reported a position in IDU in Q2 2023 and has held it in 13 quarters since. 42 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Farther Finance Advisors held 1,920 shares of iShares US Utilities ETF worth $220K as of Q2 2026.
  • Farther Finance Advisors bought 180 iShares US Utilities ETF shares in Q2 2026, an estimated $20.6K.
  • iShares US Utilities ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2178 holding.
  • Farther Finance Advisors first reported a position in iShares US Utilities ETF in Q2 2023 and has held it in 13 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.