HPC
IDU icon

HM Payson & Co’s iShares US Utilities ETF IDU Stock Holding History

HM Payson & Co’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 		$10.3K Hold
90
– – ﹤0.01% 923
2026
Q1 		$10.4K Hold
90
– – ﹤0.01% 905
2025
Q4 		$9.75K Buy
+90
New +$10.1K ﹤0.01% 924
2024
Q3 		– Sell
-25
Closed -$2.2K – 1142
2024
Q2 		$2.2K Buy
+25
New +$2.2K ﹤0.01% 927

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HM Payson & Co's IDU Position: Q2 2026 in Review

HM Payson & Co held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 90 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

HM Payson & Co first reported a position in IDU in Q2 2024 and has held it in 4 quarters since. The position peaked at $10.4K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • HM Payson & Co held 90 shares of iShares US Utilities ETF worth $10.3K as of Q2 2026.
  • HM Payson & Co left its iShares US Utilities ETF share count unchanged in Q2 2026.
  • iShares US Utilities ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #923 holding.
  • HM Payson & Co first reported a position in iShares US Utilities ETF in Q2 2024 and has held it in 4 quarters since.
  • HM Payson & Co's iShares US Utilities ETF position peaked at $10.4K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.