Global Retirement Partners’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $175K | Buy |
+1,523
| New | +$174K | ﹤0.01% | 1667 |
|
|
2025
Q4 | $142K | Sell |
1,312
-165
| -11% | -$18.4K | ﹤0.01% | 1684 |
|
|
2025
Q3 | $164K | Buy |
1,477
+1,306
| +764% | +$141K | ﹤0.01% | 1283 |
|
|
2025
Q2 | $17.9K | Buy |
+171
| New | +$17.5K | ﹤0.01% | 2343 |
|
|
2024
Q4 | $16.5K | Hold |
171
| – | – | ﹤0.01% | 2190 |
|
|
2024
Q3 | $17.5K | Hold |
171
| – | – | ﹤0.01% | 2054 |
|
|
2024
Q2 | $15K | Sell |
171
-279
| -62% | -$24.5K | ﹤0.01% | 2131 |
|
|
2024
Q1 | $38K | Buy |
450
+1
| +0.2% | +$80 | ﹤0.01% | 1529 |
|
|
2023
Q4 | $35.5K | Sell |
449
-5
| -1% | -$383 | ﹤0.01% | 1516 |
|
|
2023
Q3 | $32.2K | Buy |
454
+88
| +24% | +$7.06K | ﹤0.01% | 1454 |
|
|
2023
Q2 | $29.9K | Buy |
366
+14
| +4% | +$1.17K | ﹤0.01% | 1499 |
|
|
2023
Q1 | $29.6K | Buy |
352
+72
| +26% | +$6.01K | ﹤0.01% | 1472 |
|
|
2022
Q4 | $24.2K | Sell |
280
-163
| -37% | -$13.7K | ﹤0.01% | 1406 |
|
|
2022
Q3 | $37K | Buy |
443
+260
| +142% | +$23.4K | ﹤0.01% | 1136 |
|
|
2022
Q2 | $16K | Hold |
183
| – | – | ﹤0.01% | 1445 |
|
|
2022
Q1 | $17K | Buy |
+183
| New | +$15.6K | ﹤0.01% | 1406 |
|
|
2021
Q4 | – | Sell |
-183
| Closed | -$14K | – | 947 |
|
|
2021
Q3 | $14K | Hold |
183
| – | – | ﹤0.01% | 1316 |
|
|
2021
Q2 | $14K | Hold |
183
| – | – | ﹤0.01% | 1297 |
|
|
2021
Q1 | $15K | Hold |
183
| – | – | ﹤0.01% | 1186 |
|
|
2020
Q4 | $14K | Sell |
183
-1
| -0.5% | -$78 | ﹤0.01% | 1160 |
|
|
2020
Q3 | $13K | Hold |
184
| – | – | ﹤0.01% | 1066 |
|
|
2020
Q2 | $13K | Hold |
184
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q1 | $13K | Hold |
184
| – | – | ﹤0.01% | 946 |
|
|
2019
Q4 | $15K | Hold |
184
| – | – | ﹤0.01% | 1043 |
|
|
2019
Q3 | $15K | Hold |
184
| – | – | ﹤0.01% | 1008 |
|
|
2019
Q2 | $14K | Sell |
184
-46
| -20% | -$3.42K | ﹤0.01% | 1021 |
|
|
2019
Q1 | $17K | Buy |
230
+46
| +25% | +$3.24K | ﹤0.01% | 878 |
|
|
2018
Q4 | $12K | Hold |
184
| – | – | ﹤0.01% | 910 |
|
|
2018
Q3 | $12K | Hold |
184
| – | – | ﹤0.01% | 982 |
|
|
2018
Q2 | $12K | Hold |
184
| – | – | ﹤0.01% | 948 |
|
|
2018
Q1 | $12K | Hold |
184
| – | – | ﹤0.01% | 908 |
|
|
2017
Q4 | $12K | Hold |
184
| – | – | ﹤0.01% | 848 |
|
|
2017
Q3 | $12K | Hold |
184
| – | – | 0.01% | 768 |
|
|
2017
Q2 | $12K | Hold |
184
| – | – | 0.01% | 730 |
|
|
2017
Q1 | $12K | Hold |
184
| – | – | 0.01% | 691 |
|
|
2016
Q4 | $11K | Buy |
+184
| New | +$11K | 0.01% | 665 |
|
Other funds holding IDU
DWM
SPIA
LIA
Global Retirement Partners's IDU Position: Q2 2026 in Review
Global Retirement Partners opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 1,523 shares worth $175K. The stake represents ﹤0.01% of the portfolio and ranks #1667 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IDU as recently as Q4 2025.
Global Retirement Partners first reported a position in IDU in Q4 2016 and has held it in 36 quarters since. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.
- Global Retirement Partners held 1,523 shares of iShares US Utilities ETF worth $175K as of Q2 2026.
- iShares US Utilities ETF was a new Global Retirement Partners position in Q2 2026.
- iShares US Utilities ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1667 holding.
- Global Retirement Partners first reported a position in iShares US Utilities ETF in Q4 2016 and has held it in 36 quarters since.
- 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.