Helium Advisors’s iShares US Utilities ETF IDU Stock Holding History

Helium Advisors’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	$204K	Buy	1,781 +6	+0.3%	+$687	0.17%	103
2026 Q1	$206K	Buy	+1,775	New	+$202K	0.2%	90

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

Helium Advisors's IDU Position: Q2 2026 in Review

Helium Advisors increased its iShares US Utilities ETF (IDU) stake by 0.34% in Q2 2026, buying an estimated $687 and bringing the position to 1,781 shares worth $204K. The position accounts for 0.17% of the portfolio, ranked #103.

Helium Advisors first reported a position in IDU in Q1 2026 and has held it in 2 quarters since. The position peaked at $206K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Helium Advisors held 1,781 shares of iShares US Utilities ETF worth $204K as of Q2 2026.
Helium Advisors bought 6 iShares US Utilities ETF shares in Q2 2026, an estimated $687.
iShares US Utilities ETF made up 0.17% of Helium Advisors's portfolio in Q2 2026, its #103 holding.
Helium Advisors first reported a position in iShares US Utilities ETF in Q1 2026 and has held it in 2 quarters since.
Helium Advisors's iShares US Utilities ETF position peaked at $206K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.