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Financial Life Planners’s iShares US Utilities ETF IDU Stock Holding History

Financial Life Planners’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 		$3.73K Buy
33
+1
+3% +$114 ﹤0.01% 277
2026
Q1 		$3.76K Buy
+32
New +$3.64K ﹤0.01% 282
2025
Q4 		– Sell
-32
Closed -$3.55K – 174
2025
Q3 		$3.55K Buy
+32
New +$3.45K ﹤0.01% 284

Other funds holding IDU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $198M AUM 14.28% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Truist Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Financial Life Planners's IDU Position: Q2 2026 in Review

Financial Life Planners increased its iShares US Utilities ETF (IDU) stake by 3.1% in Q2 2026, buying an estimated $114 and bringing the position to 33 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Financial Life Planners first reported a position in IDU in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.76K in Q1 2026. 112 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Financial Life Planners held 33 shares of iShares US Utilities ETF worth $3.73K as of Q2 2026.
  • Financial Life Planners bought 1 iShares US Utilities ETF share in Q2 2026, an estimated $114.
  • iShares US Utilities ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #277 holding.
  • Financial Life Planners first reported a position in iShares US Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Life Planners's iShares US Utilities ETF position peaked at $3.76K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.