HBW Advisory Services’s iShares US Utilities ETF IDU Stock Holding History

HBW Advisory Services’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	$789K	Buy	6,882 +548	+9%	+$62.7K	0.07%	236
2026 Q1	$735K	Buy	6,334 +354	+6%	+$40.2K	0.08%	228
2025 Q4	$648K	Sell	5,980 -33	-0.5%	-$3.69K	0.07%	248
2025 Q3	$667K	Buy	6,013 +62	+1%	+$6.69K	0.08%	226
2025 Q2	$622K	Buy	5,951 +1,379	+30%	+$141K	0.08%	219
2025 Q1	$464K	Sell	4,572 -60	-1%	-$5.99K	0.07%	220
2024 Q4	$446K	Sell	4,632 -386	-8%	-$38.9K	0.05%	223
2024 Q3	$512K	Buy	5,018 +197	+4%	+$18.7K	0.07%	197
2024 Q2	$424K	Buy	+4,821	New	+$424K	0.07%	211

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

HBW Advisory Services's IDU Position: Q2 2026 in Review

HBW Advisory Services increased its iShares US Utilities ETF (IDU) stake by 8.7% in Q2 2026, buying an estimated $62.7K and bringing the position to 6,882 shares worth $789K. The position accounts for 0.07% of the portfolio, ranked #236.

HBW Advisory Services first reported a position in IDU in Q2 2024 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

HBW Advisory Services held 6,882 shares of iShares US Utilities ETF worth $789K as of Q2 2026.
HBW Advisory Services bought 548 iShares US Utilities ETF shares in Q2 2026, an estimated $62.7K.
iShares US Utilities ETF made up 0.07% of HBW Advisory Services's portfolio in Q2 2026, its #236 holding.
HBW Advisory Services first reported a position in iShares US Utilities ETF in Q2 2024 and has held it in 9 quarters since.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.