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

Independent Solutions 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
2025
Q2 		– Sell
-2,389
Closed -$242K – 182
2025
Q1 		$242K Buy
2,389
+5
+0.2% +$499 0.05% 162
2024
Q4 		$229K Buy
+2,384
New +$240K 0.05% 162

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Independent Solutions Wealth Management's IDU Position: Q2 2025 in Review

Independent Solutions Wealth Management sold out of iShares US Utilities ETF (IDU) in Q2 2025, closing a stake of 2,389 shares — an estimated $242K sold.

Independent Solutions Wealth Management first reported a position in IDU in Q4 2024 and held it in 2 quarters. The position peaked at $242K in Q1 2025. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

  • Independent Solutions Wealth Management reported no remaining iShares US Utilities ETF position as of Q2 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,389 iShares US Utilities ETF shares in Q2 2025, an estimated $242K.
  • Independent Solutions Wealth Management first reported a position in iShares US Utilities ETF in Q4 2024 and held it in 2 quarters.
  • Independent Solutions Wealth Management's iShares US Utilities ETF position peaked at $242K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.