IA
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IFP Advisors’s iShares US Utilities ETF IDU Stock Holding History

IFP 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 		$47.1K Buy
411
+6
+1% +$687 ﹤0.01% 2437
2026
Q1 		$47K Sell
405
-49
-11% -$5.57K ﹤0.01% 2275
2025
Q4 		$49.2K Buy
454
+49
+12% +$5.48K ﹤0.01% 2195
2025
Q3 		$44.9K Buy
405
+280
+224% +$30.2K ﹤0.01% 2132
2025
Q2 		$13.1K Sell
125
-50
-29% -$5.12K ﹤0.01% 2773
2025
Q1 		$17.7K Buy
175
+53
+43% +$5.29K ﹤0.01% 2338
2024
Q4 		$11.7K Hold
122
– – ﹤0.01% 2467
2024
Q3 		$12.4K Hold
122
– – ﹤0.01% 2338
2024
Q2 		$10.7K Hold
122
– – ﹤0.01% 2319
2024
Q1 		$10.3K Sell
122
-515
-81% -$41K ﹤0.01% 2223
2023
Q4 		$50.9K Sell
637
-1
-0.2% -$77 ﹤0.01% 1538
2023
Q3 		$46.9K Sell
638
-162
-20% -$13K ﹤0.01% 1588
2023
Q2 		$65.4K Sell
800
-356
-31% -$29.6K ﹤0.01% 1498
2023
Q1 		$148K Buy
1,156
+33
+3% +$2.75K 0.01% 1071
2022
Q4 		$146K Sell
1,123
-267
-19% -$22.4K ﹤0.01% 1524
2022
Q3 		$184K Buy
1,390
+381
+38% +$34.3K ﹤0.01% 1461
2022
Q2 		$130K Hold
1,009
– – ﹤0.01% 1525
2022
Q1 		$130K Buy
1,009
+889
+741% +$75.6K ﹤0.01% 1525
2021
Q4 		$10K Hold
120
– – ﹤0.01% 2222
2021
Q3 		$10K Hold
120
– – ﹤0.01% 2274
2021
Q2 		$9K Hold
120
– – ﹤0.01% 2250
2021
Q1 		$10K Sell
120
-477
-80% -$36.7K ﹤0.01% 2141
2020
Q4 		$47K Sell
597
-1,109
-65% -$86.4K ﹤0.01% 1468
2020
Q3 		$124K Sell
1,706
-100
-6% -$7.33K 0.01% 893
2020
Q2 		$123K Sell
1,806
-31,732
-95% -$2.27M 0.01% 848
2020
Q1 		$2.31M Buy
33,538
+1,332
+4% +$106K 0.23% 99
2019
Q4 		$2.6M Sell
32,206
-170
-0.5% -$13.6K 0.2% 121
2019
Q3 		$2.64M Buy
+32,376
New +$2.52M 0.18% 129
2019
Q1 		$4K Sell
50
-1,942
-97% -$137K ﹤0.01% 1928
2018
Q4 		$133K Sell
1,992
-236
-11% -$16.3K 0.01% 1051
2018
Q3 		$149K Sell
2,228
-1,072
-32% -$72.3K 0.01% 1244
2018
Q2 		$218K Sell
3,300
-6,014
-65% -$384K 0.01% 1020
2018
Q1 		$619K Hold
9,314
– – 0.03% 544
2017
Q4 		$619K Sell
9,314
-7,536
-45% -$518K 0.03% 545
2017
Q3 		$1.12M Sell
16,850
-5,114
-23% -$344K 0.04% 411
2017
Q2 		$1.43M Buy
21,964
+14,820
+207% +$974K 0.06% 333
2017
Q1 		$459K Buy
7,144
+28
+0.4% +$1.75K 0.02% 724
2016
Q4 		$433K Buy
7,116
+3,530
+98% +$211K 0.02% 680
2016
Q3 		$220K Sell
3,586
-1,378
-28% -$87.4K 0.01% 955
2016
Q2 		$326K Buy
4,964
+4,914
+9,828% +$303K 0.02% 746
2016
Q1 		$4K Sell
50
-5,698
-99% -$328K ﹤0.01% 1926
2015
Q4 		$310K Buy
+5,748
New +$312K 0.02% 648

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

IFP Advisors's IDU Position: Q2 2026 in Review

IFP Advisors increased its iShares US Utilities ETF (IDU) stake by 1.5% in Q2 2026, buying an estimated $687 and bringing the position to 411 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

IFP Advisors first reported a position in IDU in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.64M in Q3 2019. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • IFP Advisors held 411 shares of iShares US Utilities ETF worth $47.1K as of Q2 2026.
  • IFP Advisors bought 6 iShares US Utilities ETF shares in Q2 2026, an estimated $687.
  • iShares US Utilities ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2437 holding.
  • IFP Advisors first reported a position in iShares US Utilities ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares US Utilities ETF position peaked at $2.64M in Q3 2019.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.