High Point Wealth Management
IDU icon

High Point Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

High Point Wealth Management’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
Q3 		$7.48K Hold
74
– – 0.01% 247
2026
Q2 		$8.44K Buy
74
+1
+1% +$114 0.01% 221
2026
Q1 		$8.51K Hold
73
– – 0.01% 219
2025
Q4 		$7.9K Buy
+73
New +$8.16K 0.01% 218

Other funds holding IDU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

High Point Wealth Management's IDU Position: Q3 2026 in Review

High Point Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q3 2026 at 74 shares worth $7.48K. The position accounts for 0.01% of the portfolio, ranked #247.

High Point Wealth Management first reported a position in IDU in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.51K in Q1 2026. 175 funds tracked by Wall St. Rank hold IDU as of Q3 2026.

  • High Point Wealth Management held 74 shares of iShares US Utilities ETF worth $7.48K as of Q3 2026.
  • High Point Wealth Management left its iShares US Utilities ETF share count unchanged in Q3 2026.
  • iShares US Utilities ETF made up 0.01% of High Point Wealth Management's portfolio in Q3 2026, its #247 holding.
  • High Point Wealth Management first reported a position in iShares US Utilities ETF in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's iShares US Utilities ETF position peaked at $8.51K in Q1 2026.
  • 175 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.