FAS Wealth Partners’s iShares US Utilities ETF IDU Stock Holding History

FAS Wealth Partners’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	$112K	Hold	980	–	–	0.01%	376
2026 Q1	$114K	Hold	980	–	–	0.01%	360
2025 Q4	$106K	Hold	980	–	–	0.01%	365
2025 Q3	$109K	Hold	980	–	–	0.01%	340
2025 Q2	$102K	Hold	980	–	–	0.01%	337
2025 Q1	$99.4K	Hold	980	–	–	0.01%	312
2024 Q4	$94.3K	Hold	980	–	–	0.01%	322
2024 Q3	$100K	Hold	980	–	–	0.01%	326
2024 Q2	$86.1K	Hold	980	–	–	0.01%	316
2024 Q1	$82.8K	Hold	980	–	–	0.01%	325
2023 Q4	$78.3K	Hold	980	–	–	0.01%	319
2023 Q3	$72.1K	Hold	980	–	–	0.01%	318
2023 Q2	$80.1K	Hold	980	–	–	0.01%	295
2023 Q1	$82K	Hold	980	–	–	0.01%	314
2022 Q4	$84.8K	Hold	980	–	–	0.01%	307
2022 Q3	$80K	Hold	980	–	–	0.01%	304
2022 Q2	$84K	Hold	980	–	–	0.01%	306
2022 Q1	$89K	Hold	980	–	–	0.01%	307
2021 Q4	$87K	Hold	980	–	–	0.01%	321
2021 Q3	$77K	Hold	980	–	–	0.01%	322
2021 Q2	$77K	Hold	980	–	–	0.01%	308
2021 Q1	$78K	Hold	980	–	–	0.01%	287
2020 Q4	$76K	Hold	980	–	–	0.01%	282
2020 Q3	$72K	Hold	980	–	–	0.01%	264
2020 Q2	$69K	Hold	980	–	–	0.01%	253
2020 Q1	$68K	Hold	980	–	–	0.01%	237
2019 Q4	$79K	Buy	+980	New	+$78.1K	0.01%	221

Other funds holding IDU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

FAS Wealth Partners's IDU Position: Q2 2026 in Review

FAS Wealth Partners held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 980 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #376.

FAS Wealth Partners first reported a position in IDU in Q4 2019 and has held it in 27 quarters since. The position peaked at $114K in Q1 2026. 96 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

FAS Wealth Partners held 980 shares of iShares US Utilities ETF worth $112K as of Q2 2026.
FAS Wealth Partners left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #376 holding.
FAS Wealth Partners first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 27 quarters since.
FAS Wealth Partners's iShares US Utilities ETF position peaked at $114K in Q1 2026.
96 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.