John Overdeck’s iShares US Utilities ETF IDU Stock Holding History

John Overdeck’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	-45,600	Closed	-$5.29M	–	5228
2026 Q1	$5.29M	Buy	+45,600	New	+$5.18M	﹤0.01%	1939
2025 Q2	–	Sell	-47,497	Closed	-$4.82M	–	3338
2025 Q1	$4.82M	Sell	47,497 -9,203	-16%	-$919K	0.01%	1156
2024 Q4	$5.46M	Buy	+56,700	New	+$5.71M	0.01%	1053
2023 Q4	–	Sell	-12,700	Closed	-$934K	–	3245
2023 Q3	$934K	Sell	12,700 -300	-2%	-$24.1K	﹤0.01%	1978
2023 Q2	$1.06M	Buy	+13,000	New	+$1.08M	﹤0.01%	1916

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

John Overdeck's IDU Position: Q2 2026 in Review

John Overdeck sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 45,600 shares — an estimated $5.29M sold.

John Overdeck first reported a position in IDU in Q2 2023 and held it in 5 quarters. The position peaked at $5.46M in Q4 2024. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

John Overdeck reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 45,600 iShares US Utilities ETF shares in Q2 2026, an estimated $5.29M.
John Overdeck first reported a position in iShares US Utilities ETF in Q2 2023 and held it in 5 quarters.
John Overdeck's iShares US Utilities ETF position peaked at $5.46M in Q4 2024.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.