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

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

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. 288 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.
288 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.