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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
Q3 		$219K Buy
2,169
+249
+13% +$27.5K ﹤0.01% 2229
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

BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's IDU Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares US Utilities ETF (IDU) stake by 13% in Q3 2026, buying an estimated $27.5K and bringing the position to 2,169 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

Farther Finance Advisors first reported a position in IDU in Q2 2023 and has held it in 14 quarters since. The position peaked at $220K in Q2 2026. 9 funds tracked by Wall St. Rank hold IDU as of Q3 2026.

  • Farther Finance Advisors held 2,169 shares of iShares US Utilities ETF worth $219K as of Q3 2026.
  • Farther Finance Advisors bought 249 iShares US Utilities ETF shares in Q3 2026, an estimated $27.5K.
  • iShares US Utilities ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2229 holding.
  • Farther Finance Advisors first reported a position in iShares US Utilities ETF in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's iShares US Utilities ETF position peaked at $220K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.