Grant Private Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Grant Private Wealth 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	$473K	Hold	4,127	–	–	0.2%	94
2026 Q1	$479K	Sell	4,127 -714	-15%	-$81.2K	0.25%	83
2025 Q4	$525K	Sell	4,841 -38	-0.8%	-$4.25K	0.32%	70
2025 Q3	$541K	Buy	+4,879	New	+$526K	0.33%	65
2025 Q2	–	Sell	-4,176	Closed	-$424K	–	99
2025 Q1	$424K	Buy	+4,176	New	+$417K	0.46%	57

Other funds holding IDU

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

IBOK

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Grant Private Wealth Management's IDU Position: Q2 2026 in Review

Grant Private Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 4,127 shares worth $473K. The position accounts for 0.2% of the portfolio, ranked #94.

Grant Private Wealth Management first reported a position in IDU in Q1 2025 and has held it in 5 quarters since. The position peaked at $541K in Q3 2025. 36 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Grant Private Wealth Management held 4,127 shares of iShares US Utilities ETF worth $473K as of Q2 2026.
Grant Private Wealth Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.2% of Grant Private Wealth Management's portfolio in Q2 2026, its #94 holding.
Grant Private Wealth Management first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 5 quarters since.
Grant Private Wealth Management's iShares US Utilities ETF position peaked at $541K in Q3 2025.
36 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.