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Independent Advisor Alliance’s iShares US Utilities ETF IDU Stock Holding History

Independent Advisor Alliance’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 		– Sell
-11,522
Closed -$1.34M – 1334
2026
Q1 		$1.34M Buy
+11,522
New +$1.31M 0.01% 696
2020
Q1 		– Sell
-6,418
Closed -$520K – 603
2019
Q4 		$520K Buy
+6,418
New +$512K 0.02% 523

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

Independent Advisor Alliance's IDU Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 11,522 shares — an estimated $1.34M sold.

Independent Advisor Alliance first reported a position in IDU in Q4 2019 and held it in 2 quarters. The position peaked at $1.34M in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,522 iShares US Utilities ETF shares in Q2 2026, an estimated $1.34M.
  • Independent Advisor Alliance first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's iShares US Utilities ETF position peaked at $1.34M in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.