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

IHT 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 Q2	$225K	Sell	1,960 -112	-5%	-$12.8K	﹤0.01%	1130
2026 Q1	$241K	Buy	2,072 +106	+5%	+$12.1K	0.01%	1098
2025 Q4	$213K	Buy	1,966 +108	+6%	+$12.1K	0.01%	1112
2025 Q3	$206K	Buy	+1,858	New	+$200K	0.01%	1115
2024 Q4	–	Sell	-2,375	Closed	-$242K	–	1140
2024 Q3	$242K	Buy	+2,375	New	+$225K	0.01%	1006
2020 Q1	–	Sell	-4,698	Closed	-$381K	–	602
2019 Q4	$381K	Sell	4,698 -1,132	-19%	-$90.2K	0.05%	383
2019 Q3	$475K	Buy	+5,830	New	+$453K	0.06%	322
2018 Q2	–	Sell	-80	Closed	-$5K	–	857
2018 Q1	$5K	Sell	80 -142	-64%	-$8.94K	﹤0.01%	1337
2017 Q4	$15K	Buy	222 +142	+178%	+$9.77K	﹤0.01%	1069
2017 Q3	$5K	Sell	80 -800	-91%	-$53.8K	﹤0.01%	1091
2017 Q2	$25K	Sell	880 -160	-15%	-$10.5K	0.01%	716
2017 Q1	$78K	Buy	1,040 +960	+1,200%	+$60.1K	0.05%	319
2016 Q4	$5K	Buy	+80	New	+$4.79K	﹤0.01%	916

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

IHT Wealth Management's IDU Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares US Utilities ETF (IDU) stake by 5.4% in Q2 2026, selling an estimated $12.8K and leaving 1,960 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

IHT Wealth Management first reported a position in IDU in Q4 2016 and has held it in 13 quarters since. The position peaked at $475K in Q3 2019. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

IHT Wealth Management held 1,960 shares of iShares US Utilities ETF worth $225K as of Q2 2026.
IHT Wealth Management sold 112 iShares US Utilities ETF shares in Q2 2026, an estimated $12.8K.
iShares US Utilities ETF made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1130 holding.
IHT Wealth Management first reported a position in iShares US Utilities ETF in Q4 2016 and has held it in 13 quarters since.
IHT Wealth Management's iShares US Utilities ETF position peaked at $475K in Q3 2019.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.