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Gerber Kawasaki Wealth & Investment Management’s iShares US Utilities ETF IDU Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$798K Buy
6,960
+39
+0.6% +$4.46K 0.02% 191
2026
Q1 		$804K Buy
6,921
+36
+0.5% +$4.09K 0.03% 174
2025
Q4 		$746K Buy
6,885
+40
+0.6% +$4.47K 0.03% 175
2025
Q3 		$759K Buy
6,845
+38
+0.6% +$4.1K 0.03% 177
2025
Q2 		$712K Sell
6,807
-57
-0.8% -$5.84K 0.03% 170
2025
Q1 		$696K Buy
6,864
+459
+7% +$45.8K 0.03% 159
2024
Q4 		$616K Buy
6,405
+103
+2% +$10.4K 0.03% 168
2024
Q3 		$643K Buy
6,302
+421
+7% +$39.9K 0.03% 160
2024
Q2 		$517K Buy
5,881
+953
+19% +$83.7K 0.03% 170
2024
Q1 		$417K Buy
4,928
+607
+14% +$48.4K 0.02% 190
2023
Q4 		$345K Buy
+4,321
New +$331K 0.02% 194

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

Gerber Kawasaki Wealth & Investment Management's IDU Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares US Utilities ETF (IDU) stake by 0.56% in Q2 2026, buying an estimated $4.46K and bringing the position to 6,960 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #191.

Gerber Kawasaki Wealth & Investment Management first reported a position in IDU in Q4 2023 and has held it in 11 quarters since. The position peaked at $804K in Q1 2026. 167 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 6,960 shares of iShares US Utilities ETF worth $798K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 39 iShares US Utilities ETF shares in Q2 2026, an estimated $4.46K.
  • iShares US Utilities ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #191 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares US Utilities ETF in Q4 2023 and has held it in 11 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares US Utilities ETF position peaked at $804K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.