Hazlett, Burt & Watson’s iShares US Utilities ETF IDU Stock Holding History

Hazlett, Burt & Watson’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	$11K	Hold	100	–	–	﹤0.01%	677
2026 Q1	$12K	Hold	100	–	–	﹤0.01%	664
2025 Q4	$11K	Hold	100	–	–	﹤0.01%	693
2025 Q3	$11K	Hold	100	–	–	﹤0.01%	650
2025 Q2	$10K	Hold	100	–	–	﹤0.01%	589
2025 Q1	$10K	Sell	100 -34	-25%	-$3.4K	﹤0.01%	567
2024 Q4	$13K	Hold	134	–	–	0.01%	510
2024 Q3	$14K	Sell	134 -16	-11%	-$1.51K	0.01%	499
2024 Q2	$13K	Hold	150	–	–	0.01%	499
2024 Q1	$13K	Hold	150	–	–	0.01%	487
2023 Q4	$12K	Hold	150	–	–	0.01%	474
2023 Q3	$11K	Hold	150	–	–	0.01%	490
2023 Q2	$12K	Hold	150	–	–	0.01%	463
2023 Q1	$13K	Hold	150	–	–	0.01%	423
2022 Q4	$13K	Hold	150	–	–	0.01%	437
2022 Q3	$12K	Hold	150	–	–	0.01%	439
2022 Q2	$13K	Hold	150	–	–	0.01%	428
2022 Q1	$14K	Buy	+150	New	+$12.8K	0.01%	434

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

Hazlett, Burt & Watson's IDU Position: Q2 2026 in Review

Hazlett, Burt & Watson held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 100 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Hazlett, Burt & Watson first reported a position in IDU in Q1 2022 and has held it in 18 quarters since. The position peaked at $14K in Q3 2024. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Hazlett, Burt & Watson held 100 shares of iShares US Utilities ETF worth $11K as of Q2 2026.
Hazlett, Burt & Watson left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #677 holding.
Hazlett, Burt & Watson first reported a position in iShares US Utilities ETF in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's iShares US Utilities ETF position peaked at $14K in Q3 2024.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.