Gladstone Institutional Advisory’s iShares US Utilities ETF IDU Stock Holding History

Gladstone Institutional Advisory’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	$221K	Buy	+1,928	New	+$221K	0.01%	836
2026 Q1	–	Sell	-3,379	Closed	-$366K	–	860
2025 Q4	$366K	Sell	3,379 -3,246	-49%	-$363K	0.01%	578
2025 Q3	$735K	Buy	6,625 +24	+0.4%	+$2.59K	0.03%	429
2025 Q2	$690K	Buy	+6,601	New	+$676K	0.03%	416
2020 Q1	–	Sell	-3,312	Closed	-$268K	–	292
2019 Q4	$268K	Sell	3,312 -528	-14%	-$42.1K	0.07%	206
2019 Q3	$313K	Sell	3,840 -324	-8%	-$25.2K	0.08%	196
2019 Q2	$314K	Buy	+4,164	New	+$309K	0.1%	193

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

Gladstone Institutional Advisory's IDU Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 1,928 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #836 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in IDU as recently as Q4 2025.

Gladstone Institutional Advisory first reported a position in IDU in Q2 2019 and has held it in 7 quarters since. The position peaked at $735K in Q3 2025. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Gladstone Institutional Advisory held 1,928 shares of iShares US Utilities ETF worth $221K as of Q2 2026.
iShares US Utilities ETF was a new Gladstone Institutional Advisory position in Q2 2026.
iShares US Utilities ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #836 holding.
Gladstone Institutional Advisory first reported a position in iShares US Utilities ETF in Q2 2019 and has held it in 7 quarters since.
Gladstone Institutional Advisory's iShares US Utilities ETF position peaked at $735K in Q3 2025.
290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.