Forte Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Forte Asset Management’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	$6.01M	Sell	52,430 -16,741	-24%	-$1.92M	2.46%	14
2026 Q1	$8.03M	Sell	69,171 -509	-0.7%	-$57.9K	3.52%	7
2025 Q4	$7.55M	Buy	69,680 +721	+1%	+$80.6K	3.43%	9
2025 Q3	$7.65M	Buy	68,959 +464	+0.7%	+$50K	3.68%	6
2025 Q2	$7.16M	Buy	+68,495	New	+$7.01M	3.65%	8

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

Forte Asset Management's IDU Position: Q2 2026 in Review

Forte Asset Management reduced its iShares US Utilities ETF (IDU) stake by 24% in Q2 2026, selling an estimated $1.92M and leaving 52,430 shares worth $6.01M. The position accounts for 2.46% of the portfolio, ranked #14.

Forte Asset Management first reported a position in IDU in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.03M in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Forte Asset Management held 52,430 shares of iShares US Utilities ETF worth $6.01M as of Q2 2026.
Forte Asset Management sold 16,741 iShares US Utilities ETF shares in Q2 2026, an estimated $1.92M.
iShares US Utilities ETF made up 2.46% of Forte Asset Management's portfolio in Q2 2026, its #14 holding.
Forte Asset Management first reported a position in iShares US Utilities ETF in Q2 2025 and has held it in 5 quarters since.
Forte Asset Management's iShares US Utilities ETF position peaked at $8.03M in Q1 2026.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.