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Garrison Point Advisors’s iShares US Utilities ETF IDU Stock Holding History

Garrison Point Advisors’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 		$765K Sell
6,675
-208
-3% -$23.8K 0.31% 85
2026
Q1 		$799K Sell
6,883
-35
-0.5% -$3.98K 0.36% 75
2025
Q4 		$750K Sell
6,918
-20
-0.3% -$2.23K 0.33% 75
2025
Q3 		$769K Sell
6,938
-10
-0.1% -$1.08K 0.32% 78
2025
Q2 		$727K Buy
6,948
+100
+1% +$10.2K 0.33% 74
2025
Q1 		$695K Sell
6,848
-120
-2% -$12K 0.34% 78
2024
Q4 		$670K Sell
6,968
-17
-0.2% -$1.71K 0.32% 79
2024
Q3 		$713K Hold
6,985
– – 0.44% 67
2024
Q2 		$614K Buy
6,985
+275
+4% +$24.2K 0.41% 73
2024
Q1 		$567K Buy
6,710
+55
+0.8% +$4.38K 0.36% 87
2023
Q4 		$532K Hold
6,655
– – 0.38% 86
2023
Q3 		$490K Hold
6,655
– – 0.38% 84
2023
Q2 		$544K Sell
6,655
-56
-0.8% -$4.66K 0.39% 83
2023
Q1 		$562K Hold
6,711
– – 0.42% 79
2022
Q4 		$581K Hold
6,711
– – 0.48% 77
2022
Q3 		$544K Buy
6,711
+10
+0.1% +$900 0.49% 69
2022
Q2 		$574K Sell
6,701
-160
-2% -$14.1K 0.48% 72
2022
Q1 		$624K Hold
6,861
– – 0.44% 73
2021
Q4 		$607K Hold
6,861
– – 0.4% 77
2021
Q3 		$542K Hold
6,861
– – 0.39% 80
2021
Q2 		$539K Hold
6,861
– – 0.39% 81
2021
Q1 		$546K Hold
6,861
– – 0.42% 77
2020
Q4 		$532K Buy
6,861
+13
+0.2% +$1.01K 0.43% 78
2020
Q3 		$500K Buy
6,848
+162
+2% +$11.9K 0.45% 73
2020
Q2 		$469K Buy
6,686
+30
+0.5% +$2.15K 0.46% 72
2020
Q1 		$460K Sell
6,656
-160
-2% -$12.8K 0.56% 63
2019
Q4 		$552K Buy
6,816
+60
+0.9% +$4.78K 0.51% 70
2019
Q3 		$550K Buy
6,756
+310
+5% +$24.1K 0.54% 68
2019
Q2 		$486K Buy
6,446
+430
+7% +$31.9K 0.49% 77
2019
Q1 		$443K Buy
6,016
+766
+15% +$54K 0.46% 80
2018
Q4 		$352K Buy
+5,250
New +$362K 0.43% 85

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Garrison Point Advisors's IDU Position: Q2 2026 in Review

Garrison Point Advisors reduced its iShares US Utilities ETF (IDU) stake by 3% in Q2 2026, selling an estimated $23.8K and leaving 6,675 shares worth $765K. The position accounts for 0.31% of the portfolio, ranked #85.

Garrison Point Advisors first reported a position in IDU in Q4 2018 and has held it in 31 quarters since. The position peaked at $799K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Garrison Point Advisors held 6,675 shares of iShares US Utilities ETF worth $765K as of Q2 2026.
  • Garrison Point Advisors sold 208 iShares US Utilities ETF shares in Q2 2026, an estimated $23.8K.
  • iShares US Utilities ETF made up 0.31% of Garrison Point Advisors's portfolio in Q2 2026, its #85 holding.
  • Garrison Point Advisors first reported a position in iShares US Utilities ETF in Q4 2018 and has held it in 31 quarters since.
  • Garrison Point Advisors's iShares US Utilities ETF position peaked at $799K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.