High Net Worth Advisory Group’s iShares US Utilities ETF IDU Stock Holding History

High Net Worth Advisory Group’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	$734K	Hold	6,400	–	–	0.16%	128
2026 Q1	$743K	Hold	6,400	–	–	0.17%	120
2025 Q4	$694K	Hold	6,400	–	–	0.16%	118
2025 Q3	$710K	Hold	6,400	–	–	0.17%	111
2025 Q2	$669K	Hold	6,400	–	–	0.18%	109
2025 Q1	$649K	Hold	6,400	–	–	0.18%	107
2024 Q4	$616K	Hold	6,400	–	–	0.17%	112
2024 Q3	$653K	Hold	6,400	–	–	0.18%	109
2024 Q2	$562K	Hold	6,400	–	–	0.17%	109
2024 Q1	$541K	Hold	6,400	–	–	0.17%	112
2023 Q4	$512K	Hold	6,400	–	–	0.19%	106
2023 Q3	$471K	Hold	6,400	–	–	0.19%	106
2023 Q2	$523K	Hold	6,400	–	–	0.2%	105
2023 Q1	$536K	Hold	6,400	–	–	0.22%	100
2022 Q4	$554K	Buy	6,400 +2,000	+45%	+$168K	0.22%	100
2022 Q3	$357K	Hold	4,400	–	–	0.15%	127
2022 Q2	$377K	Buy	4,400 +1,500	+52%	+$133K	0.16%	124
2022 Q1	$264K	Hold	2,900	–	–	0.1%	156
2021 Q4	$256K	Buy	+2,900	New	+$243K	0.09%	170

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

High Net Worth Advisory Group's IDU Position: Q2 2026 in Review

High Net Worth Advisory Group held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 6,400 shares worth $734K. The position accounts for 0.16% of the portfolio, ranked #128.

High Net Worth Advisory Group first reported a position in IDU in Q4 2021 and has held it in 19 quarters since. The position peaked at $743K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

High Net Worth Advisory Group held 6,400 shares of iShares US Utilities ETF worth $734K as of Q2 2026.
High Net Worth Advisory Group left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.16% of High Net Worth Advisory Group's portfolio in Q2 2026, its #128 holding.
High Net Worth Advisory Group first reported a position in iShares US Utilities ETF in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's iShares US Utilities ETF position peaked at $743K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.