Founders Financial Alliance’s iShares US Utilities ETF IDU Stock Holding History

Founders Financial 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	$6.56K	Hold	57	–	–	﹤0.01%	716
2026 Q1	$6.61K	Hold	57	–	–	﹤0.01%	665
2025 Q4	$6.14K	Buy	57 +1	+2%	+$112	﹤0.01%	542
2025 Q3	$6.24K	Hold	56	–	–	﹤0.01%	637
2025 Q2	$5.86K	Hold	56	–	–	﹤0.01%	487
2025 Q1	$5.65K	Buy	56 +1	+2%	+$100	﹤0.01%	554
2024 Q4	$5.33K	Hold	55	–	–	﹤0.01%	519
2024 Q3	$5.61K	Hold	55	–	–	﹤0.01%	523
2024 Q2	$4.8K	Buy	55 +1	+2%	+$88	﹤0.01%	512
2024 Q1	$4.59K	Hold	54	–	–	﹤0.01%	519
2023 Q4	$4.32K	Buy	54 +1	+2%	+$77	﹤0.01%	468
2023 Q3	$3.91K	Hold	53	–	–	﹤0.01%	451
2023 Q2	$4.35K	Hold	53	–	–	﹤0.01%	476
2023 Q1	$4.43K	Hold	53	–	–	﹤0.01%	427
2022 Q4	$4.55K	Buy	53 +1	+2%	+$84	﹤0.01%	448
2022 Q3	$4K	Hold	52	–	–	﹤0.01%	446
2022 Q2	$4K	Hold	52	–	–	﹤0.01%	465
2022 Q1	$5K	Buy	52 +1	+2%	+$85	﹤0.01%	411
2021 Q4	$5K	Hold	51	–	–	﹤0.01%	453
2021 Q3	$4K	Hold	51	–	–	﹤0.01%	430
2021 Q2	$4K	Buy	51 +1	+2%	+$81	﹤0.01%	451
2021 Q1	$4K	Buy	+50	New	+$3.85K	﹤0.01%	434

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

Founders Financial Alliance's IDU Position: Q2 2026 in Review

Founders Financial Alliance held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 57 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Founders Financial Alliance first reported a position in IDU in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.61K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Founders Financial Alliance held 57 shares of iShares US Utilities ETF worth $6.56K as of Q2 2026.
Founders Financial Alliance left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #716 holding.
Founders Financial Alliance first reported a position in iShares US Utilities ETF in Q1 2021 and has held it in 22 quarters since.
Founders Financial Alliance's iShares US Utilities ETF position peaked at $6.61K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.