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J.W. Cole Advisors’s iShares US Utilities ETF IDU Stock Holding History

J.W. Cole Advisors’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 		$3.27M Buy
+28,490
New +$3.26M 0.06% 346
2026
Q1 		– Sell
-28,655
Closed -$3.04M – 1084
2025
Q4 		$3.04M Buy
28,655
+1,079
+4% +$121K 0.07% 266
2025
Q3 		$3.06M Buy
27,576
+934
+4% +$101K 0.06% 319
2025
Q2 		$2.79M Buy
26,642
+1,226
+5% +$126K 0.06% 311
2025
Q1 		$2.58M Buy
25,416
+21,234
+508% +$2.12M 0.08% 250
2024
Q4 		$402K Buy
4,182
+5
+0.1% +$504 0.02% 683
2024
Q3 		$426K Buy
4,177
+4
+0.1% +$379 0.02% 654
2024
Q2 		$367K Sell
4,173
-368
-8% -$32.3K 0.02% 629
2024
Q1 		$384K Sell
4,541
-983
-18% -$78.3K 0.02% 609
2023
Q4 		$441K Buy
5,524
+213
+4% +$16.3K 0.03% 523
2023
Q3 		$391K Sell
5,311
-209
-4% -$16.8K 0.03% 483
2023
Q2 		$451K Sell
5,520
-3,987
-42% -$332K 0.03% 451
2023
Q1 		$796K Buy
9,507
+4,561
+92% +$381K 0.06% 336
2022
Q4 		$428K Sell
4,946
-191
-4% -$16K 0.03% 458
2022
Q3 		$417K Buy
5,137
+253
+5% +$22.8K 0.03% 443
2022
Q2 		$418K Sell
4,884
-37
-0.8% -$3.27K 0.03% 455
2022
Q1 		$448K Sell
4,921
-33
-0.7% -$2.81K 0.03% 491
2021
Q4 		$438K Buy
+4,954
New +$414K 0.03% 515
2021
Q3 		– Sell
-4,568
Closed -$359K – 575
2021
Q2 		$359K Buy
4,568
+3
+0.1% +$243 0.03% 528
2021
Q1 		$363K Sell
4,565
-3,331
-42% -$256K 0.04% 464
2020
Q4 		$613K Sell
7,896
-8,614
-52% -$671K 0.06% 299
2020
Q3 		$1.21M Buy
+16,510
New +$1.21M 0.09% 221
2020
Q2 		– Sell
-3,480
Closed -$240K – 311
2020
Q1 		$240K Sell
3,480
-1,120
-24% -$89.4K 0.46% 70
2019
Q4 		$373K Buy
+4,600
New +$367K 0.05% 368

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

J.W. Cole Advisors's IDU Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 28,490 shares worth $3.27M. The stake represents 0.06% of the portfolio and ranks #346 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IDU as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IDU in Q4 2019 and has held it in 24 quarters since. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • J.W. Cole Advisors held 28,490 shares of iShares US Utilities ETF worth $3.27M as of Q2 2026.
  • iShares US Utilities ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares US Utilities ETF made up 0.06% of J.W. Cole Advisors's portfolio in Q2 2026, its #346 holding.
  • J.W. Cole Advisors first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 24 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.