International Assets Investment Management’s iShares US Utilities ETF IDU Stock Holding History

International Assets Investment 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	$11.3K	Hold	100	–	–	﹤0.01%	1767
2026 Q1	$11.7K	Hold	100	–	–	﹤0.01%	1646
2025 Q4	$10.8K	Buy	+100	New	+$11.2K	﹤0.01%	1639
2024 Q4	–	Sell	-33,770	Closed	-$331	–	1293
2024 Q3	$331	Buy	33,770 +33,440	+10,133%	+$3.17M	﹤0.01%	1445
2024 Q2	$29K	Buy	+330	New	+$29K	﹤0.01%	1362
2021 Q2	–	Sell	-100	Closed	-$8K	–	1122
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	1639
2020 Q4	$8K	Buy	+100	New	+$7.79K	﹤0.01%	1497

Other funds holding IDU

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arrien Investments Boise, Idaho $198M AUM 14.28% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

International Assets Investment Management's IDU Position: Q2 2026 in Review

International Assets Investment Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 100 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

International Assets Investment Management first reported a position in IDU in Q4 2020 and has held it in 7 quarters since. The position peaked at $29K in Q2 2024. 223 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

International Assets Investment Management held 100 shares of iShares US Utilities ETF worth $11.3K as of Q2 2026.
International Assets Investment Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1767 holding.
International Assets Investment Management first reported a position in iShares US Utilities ETF in Q4 2020 and has held it in 7 quarters since.
International Assets Investment Management's iShares US Utilities ETF position peaked at $29K in Q2 2024.
223 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.