BFC Planning, Inc.’s iShares US Utilities ETF IDU Stock Holding History

BFC Planning, Inc.’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	$394K	Buy	3,442 +1,379	+67%	+$158K	0.02%	693
2026 Q1	$240K	Sell	2,063 -83,620	-98%	-$9.5M	0.01%	810
2025 Q4	$9.28M	Buy	85,683 +83,570	+3,955%	+$9.34M	0.41%	48
2025 Q3	$234K	Sell	2,113 -121	-5%	-$13K	0.02%	621
2025 Q2	$234K	Buy	2,234 +5	+0.2%	+$512	0.02%	580
2025 Q1	$226K	Sell	2,229 -18	-0.8%	-$1.8K	0.02%	564
2024 Q4	$216K	Buy	+2,247	New	+$226K	0.02%	583

Other funds holding IDU

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

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

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

BFC Planning, Inc.'s IDU Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares US Utilities ETF (IDU) stake by 67% in Q2 2026, buying an estimated $158K and bringing the position to 3,442 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #693.

BFC Planning, Inc. first reported a position in IDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.28M in Q4 2025. 293 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

BFC Planning, Inc. held 3,442 shares of iShares US Utilities ETF worth $394K as of Q2 2026.
BFC Planning, Inc. bought 1,379 iShares US Utilities ETF shares in Q2 2026, an estimated $158K.
iShares US Utilities ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #693 holding.
BFC Planning, Inc. first reported a position in iShares US Utilities ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares US Utilities ETF position peaked at $9.28M in Q4 2025.
293 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.