HI
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Harbour Investments’s iShares US Utilities ETF IDU Stock Holding History

Harbour Investments’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 		$2.05M Buy
17,909
+900
+5% +$103K 0.03% 534
2026
Q1 		$1.98M Buy
17,009
+1,996
+13% +$227K 0.03% 496
2025
Q4 		$1.63M Buy
15,013
+1,350
+10% +$151K 0.03% 454
2025
Q3 		$1.52M Buy
13,663
+4,672
+52% +$504K 0.03% 429
2025
Q2 		$940K Buy
8,991
+5,249
+140% +$538K 0.02% 548
2025
Q1 		$380K Buy
3,742
+1,468
+65% +$147K 0.01% 827
2024
Q4 		$219K Buy
2,274
+931
+69% +$93.8K 0.01% 998
2024
Q3 		$137K Buy
1,343
+627
+88% +$59.4K ﹤0.01% 1178
2024
Q2 		$62.9K Buy
716
+20
+3% +$1.76K ﹤0.01% 1455
2024
Q1 		$58.8K Buy
696
+101
+17% +$8.05K ﹤0.01% 1452
2023
Q4 		$47.5K Buy
595
+234
+65% +$17.9K ﹤0.01% 1476
2023
Q3 		$26.5K Hold
361
– – ﹤0.01% 1623
2023
Q2 		$29.5K Buy
361
+1
+0.3% +$83 ﹤0.01% 1602
2023
Q1 		$30.2K Hold
360
– – ﹤0.01% 1560
2022
Q4 		$31.1K Buy
360
+101
+39% +$8.48K ﹤0.01% 1492
2022
Q3 		$22K Hold
259
– – ﹤0.01% 1600
2022
Q2 		$22K Buy
+259
New +$22.9K ﹤0.01% 1600
2021
Q4 		$18K Sell
200
-1,027
-84% -$85.9K ﹤0.01% 1713
2021
Q3 		$97K Hold
1,227
– – ﹤0.01% 1392
2021
Q2 		$96K Buy
1,227
+202
+20% +$16.4K ﹤0.01% 1417
2021
Q1 		$82K Buy
+1,025
New +$78.9K ﹤0.01% 1402

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments's IDU Position: Q2 2026 in Review

Harbour Investments increased its iShares US Utilities ETF (IDU) stake by 5.3% in Q2 2026, buying an estimated $103K and bringing the position to 17,909 shares worth $2.05M. The position accounts for 0.03% of the portfolio, ranked #534.

Harbour Investments first reported a position in IDU in Q1 2021 and has held it in 21 quarters since. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Harbour Investments held 17,909 shares of iShares US Utilities ETF worth $2.05M as of Q2 2026.
  • Harbour Investments bought 900 iShares US Utilities ETF shares in Q2 2026, an estimated $103K.
  • iShares US Utilities ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #534 holding.
  • Harbour Investments first reported a position in iShares US Utilities ETF in Q1 2021 and has held it in 21 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.