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Independence Bank of Kentucky’s iShares US Utilities ETF IDU Stock Holding History

Independence Bank of Kentucky’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 		$691K Sell
6,032
-130
-2% -$14.9K 0.08% 183
2026
Q1 		$715K Sell
6,162
-120
-2% -$13.6K 0.09% 174
2025
Q4 		$681K Sell
6,282
-310
-5% -$34.6K 0.08% 180
2025
Q3 		$731K Sell
6,592
-55
-0.8% -$5.93K 0.09% 174
2025
Q2 		$695K Sell
6,647
-72
-1% -$7.37K 0.1% 167
2025
Q1 		$681K Sell
6,719
-145
-2% -$14.5K 0.11% 168
2024
Q4 		$660K Sell
6,864
-115
-2% -$11.6K 0.1% 168
2024
Q3 		$712K Buy
6,979
+160
+2% +$15.1K 0.15% 140
2024
Q2 		$599K Sell
6,819
-125
-2% -$11K 0.16% 138
2024
Q1 		$587K Sell
6,944
-460
-6% -$36.7K 0.18% 134
2023
Q4 		$592K Sell
7,404
-220
-3% -$16.9K 0.21% 116
2023
Q3 		$561K Buy
7,624
+5
+0.1% +$401 0.24% 99
2023
Q2 		$623K Sell
7,619
-155
-2% -$12.9K 0.25% 95
2023
Q1 		$651K Buy
7,774
+580
+8% +$48.4K 0.28% 92
2022
Q4 		$623K Buy
7,194
+205
+3% +$17.2K 0.28% 95
2022
Q3 		$567K Buy
6,989
+130
+2% +$11.7K 0.28% 95
2022
Q2 		$587K Sell
6,859
-655
-9% -$57.9K 0.26% 96
2022
Q1 		$684K Buy
7,514
+201
+3% +$17.1K 0.27% 96
2021
Q4 		$647K Sell
7,313
-260
-3% -$21.7K 0.26% 95
2021
Q3 		$598K Buy
7,573
+160
+2% +$13.2K 0.26% 97
2021
Q2 		$582K Sell
7,413
-45
-0.6% -$3.65K 0.26% 91
2021
Q1 		$593K Buy
7,458
+675
+10% +$52K 0.29% 87
2020
Q4 		$526K Sell
6,783
-35
-0.5% -$2.73K 0.27% 92
2020
Q3 		$498K Buy
6,818
+140
+2% +$10.3K 0.28% 90
2020
Q2 		$468K Buy
6,678
+810
+14% +$57.9K 0.3% 84
2020
Q1 		$405K Buy
5,868
+450
+8% +$35.9K 0.32% 86
2019
Q4 		$439K Buy
5,418
+170
+3% +$13.6K 0.28% 84
2019
Q3 		$427K Buy
5,248
+230
+5% +$17.9K 0.3% 76
2019
Q2 		$378K Buy
5,018
+700
+16% +$52K 0.3% 79
2019
Q1 		$318K Buy
4,318
+290
+7% +$20.5K 0.26% 80
2018
Q4 		$270K Buy
4,028
+210
+6% +$14.5K 0.25% 84
2018
Q3 		$256K Sell
3,818
-16
-0.4% -$1.08K 0.2% 102
2018
Q2 		$253K Buy
3,834
+110
+3% +$7.02K 0.21% 94
2018
Q1 		$237K Sell
3,724
-50
-1% -$3.15K 0.2% 99
2017
Q4 		$251K Buy
+3,774
New +$260K 0.21% 100

Other funds holding IDU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $198M AUM 14.28% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
C
Croban Fremont, Ohio $227M AUM 16.8% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Independence Bank of Kentucky's IDU Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its iShares US Utilities ETF (IDU) stake by 2.1% in Q2 2026, selling an estimated $14.9K and leaving 6,032 shares worth $691K. The position accounts for 0.08% of the portfolio, ranked #183.

Independence Bank of Kentucky first reported a position in IDU in Q4 2017 and has held it in 35 quarters since. The position peaked at $731K in Q3 2025. 134 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Independence Bank of Kentucky held 6,032 shares of iShares US Utilities ETF worth $691K as of Q2 2026.
  • Independence Bank of Kentucky sold 130 iShares US Utilities ETF shares in Q2 2026, an estimated $14.9K.
  • iShares US Utilities ETF made up 0.08% of Independence Bank of Kentucky's portfolio in Q2 2026, its #183 holding.
  • Independence Bank of Kentucky first reported a position in iShares US Utilities ETF in Q4 2017 and has held it in 35 quarters since.
  • Independence Bank of Kentucky's iShares US Utilities ETF position peaked at $731K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.