Fiduciary Alliance’s iShares US Utilities ETF IDU Stock Holding History

Fiduciary Alliance’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	$542K	Buy	4,731 +8	+0.2%	+$916	0.04%	358
2026 Q1	$549K	Buy	4,723 +223	+5%	+$25.4K	0.03%	356
2025 Q4	$488K	Buy	4,500 +499	+12%	+$55.8K	0.03%	348
2025 Q3	$444K	Buy	4,001 +47	+1%	+$5.07K	0.03%	359
2025 Q2	$413K	Sell	3,954 -318	-7%	-$32.6K	0.03%	344
2025 Q1	$433K	Buy	+4,272	New	+$427K	0.04%	275

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

Fiduciary Alliance's IDU Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares US Utilities ETF (IDU) stake by 0.17% in Q2 2026, buying an estimated $916 and bringing the position to 4,731 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #358.

Fiduciary Alliance first reported a position in IDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $549K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Fiduciary Alliance held 4,731 shares of iShares US Utilities ETF worth $542K as of Q2 2026.
Fiduciary Alliance bought 8 iShares US Utilities ETF shares in Q2 2026, an estimated $916.
iShares US Utilities ETF made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #358 holding.
Fiduciary Alliance first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 6 quarters since.
Fiduciary Alliance's iShares US Utilities ETF position peaked at $549K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.