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Forbes Financial Planning’s iShares US Utilities ETF IDU Stock Holding History

Forbes Financial Planning’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 		$328K Sell
2,859
-72
-2% -$8.24K 0.18% 33
2026
Q1 		$340K Buy
2,931
+74
+3% +$8.41K 0.2% 31
2025
Q4 		$310K Sell
2,857
-260
-8% -$29.1K 0.18% 32
2025
Q3 		$346K Sell
3,117
-47
-1% -$5.07K 0.23% 29
2025
Q2 		$331K Sell
3,164
-235
-7% -$24.1K 0.22% 30
2025
Q1 		$345K Hold
3,399
– – 0.26% 28
2024
Q4 		$327K Hold
3,399
– – 0.16% 29
2024
Q3 		$347K Sell
3,399
-600
-15% -$56.8K 0.25% 27
2024
Q2 		$299K Buy
3,999
+600
+18% +$52.7K 0.23% 27
2024
Q1 		$287K Hold
3,399
– – 0.25% 27
2023
Q4 		$272K Buy
3,399
+284
+9% +$21.8K 0.25% 27
2023
Q3 		$229K Hold
3,115
– – 0.25% 27
2023
Q2 		$255K Sell
3,115
-49
-2% -$4.08K 0.25% 27
2023
Q1 		$265K Sell
3,164
-30
-0.9% -$2.5K 0.26% 27
2022
Q4 		$259K Hold
3,194
– – 0.38% 26
2022
Q3 		$259K Hold
3,194
– – 0.38% 26
2022
Q2 		$272K Sell
3,194
-257
-7% -$22.7K 0.39% 26
2022
Q1 		$314K Buy
3,451
+27
+0.8% +$2.3K 0.39% 24
2021
Q4 		$304K Buy
+3,424
New +$286K 0.3% 32

Other funds holding IDU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Forbes Financial Planning's IDU Position: Q2 2026 in Review

Forbes Financial Planning reduced its iShares US Utilities ETF (IDU) stake by 2.5% in Q2 2026, selling an estimated $8.24K and leaving 2,859 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #33.

Forbes Financial Planning first reported a position in IDU in Q4 2021 and has held it in 19 quarters since. The position peaked at $347K in Q3 2024. 167 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Forbes Financial Planning held 2,859 shares of iShares US Utilities ETF worth $328K as of Q2 2026.
  • Forbes Financial Planning sold 72 iShares US Utilities ETF shares in Q2 2026, an estimated $8.24K.
  • iShares US Utilities ETF made up 0.18% of Forbes Financial Planning's portfolio in Q2 2026, its #33 holding.
  • Forbes Financial Planning first reported a position in iShares US Utilities ETF in Q4 2021 and has held it in 19 quarters since.
  • Forbes Financial Planning's iShares US Utilities ETF position peaked at $347K in Q3 2024.
  • 167 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.