IFG
IDU icon

Independent Financial Group’s iShares US Utilities ETF IDU Stock Holding History

Independent Financial Group’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 		$895K Sell
7,807
-1,960
-20% -$224K 0.02% 740
2026
Q1 		$1.13M Sell
9,767
-14,615
-60% -$1.66M 0.03% 583
2025
Q4 		$2.64M Buy
24,382
+3,783
+18% +$423K 0.06% 321
2025
Q3 		$2.28M Sell
20,599
-2,129
-9% -$230K 0.05% 349
2025
Q2 		$2.38M Buy
22,728
+18
+0.1% +$1.84K 0.07% 292
2025
Q1 		$2.3M Sell
22,710
-37,437
-62% -$3.74M 0.08% 246
2024
Q4 		$5.79M Buy
60,147
+1,124
+2% +$113K 0.19% 102
2024
Q3 		$6.02M Buy
59,023
+6,033
+11% +$571K 0.22% 86
2024
Q2 		$4.66M Buy
52,990
+26,688
+101% +$2.35M 0.19% 106
2024
Q1 		$2.22M Sell
26,302
-254
-1% -$20.2K 0.1% 195
2023
Q4 		$2.12M Sell
26,556
-2,713
-9% -$208K 0.11% 198
2023
Q3 		$2.15M Sell
29,269
-4,105
-12% -$329K 0.14% 164
2023
Q2 		$2.73M Sell
33,374
-943
-3% -$78.5K 0.19% 113
2023
Q1 		$2.87M Buy
34,317
+2,530
+8% +$211K 0.23% 104
2022
Q4 		$2.75M Buy
31,787
+327
+1% +$27.4K 0.24% 89
2022
Q3 		$2.55M Buy
31,460
+506
+2% +$45.5K 0.23% 82
2022
Q2 		$2.65M Buy
30,954
+8,121
+36% +$718K 0.28% 75
2022
Q1 		$2.08M Buy
22,833
+146
+0.6% +$12.4K 0.17% 124
2021
Q4 		$2.01M Buy
22,687
+121
+0.5% +$10.1K 0.17% 130
2021
Q3 		$1.78M Sell
22,566
-597
-3% -$49.3K 0.18% 115
2021
Q2 		$1.82M Sell
23,163
-4,725
-17% -$383K 0.19% 118
2021
Q1 		$2.22M Sell
27,888
-668
-2% -$51.4K 0.29% 79
2020
Q4 		$2.22M Buy
28,556
+312
+1% +$24.3K 0.33% 72
2020
Q3 		$2.06M Sell
28,244
-888
-3% -$65.1K 0.39% 55
2020
Q2 		$2.04M Sell
29,132
-2,646
-8% -$189K 0.45% 44
2020
Q1 		$2.19M Buy
+31,778
New +$2.54M 0.65% 28

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 Financial Group's IDU Position: Q2 2026 in Review

Independent Financial Group reduced its iShares US Utilities ETF (IDU) stake by 20% in Q2 2026, selling an estimated $224K and leaving 7,807 shares worth $895K. The position accounts for 0.02% of the portfolio, ranked #740.

Independent Financial Group first reported a position in IDU in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.02M in Q3 2024. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Independent Financial Group held 7,807 shares of iShares US Utilities ETF worth $895K as of Q2 2026.
  • Independent Financial Group sold 1,960 iShares US Utilities ETF shares in Q2 2026, an estimated $224K.
  • iShares US Utilities ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #740 holding.
  • Independent Financial Group first reported a position in iShares US Utilities ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares US Utilities ETF position peaked at $6.02M in Q3 2024.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.