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Johnson Investment Counsel’s iShares US Utilities ETF IDU Stock Holding History

Johnson Investment Counsel’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 		$376K Sell
3,278
-190
-5% -$21.7K ﹤0.01% 680
2026
Q1 		$403K Buy
3,468
+185
+6% +$21K ﹤0.01% 640
2025
Q4 		$356K Buy
3,283
+100
+3% +$11.2K ﹤0.01% 626
2025
Q3 		$353K Buy
3,183
+50
+2% +$5.39K ﹤0.01% 648
2025
Q2 		$328K Buy
3,133
+610
+24% +$62.5K ﹤0.01% 645
2025
Q1 		$256K Buy
2,523
+170
+7% +$17K ﹤0.01% 687
2024
Q4 		$226K Sell
2,353
-400
-15% -$40.3K ﹤0.01% 728
2024
Q3 		$281K Buy
2,753
+400
+17% +$37.9K ﹤0.01% 661
2024
Q2 		$207K Sell
2,353
-14,543
-86% -$1.28M ﹤0.01% 713
2024
Q1 		$1.43M Sell
16,896
-695
-4% -$55.4K 0.02% 324
2023
Q4 		$1.41M Sell
17,591
-41,288
-70% -$3.16M 0.02% 321
2023
Q3 		$4.33M Buy
58,879
+14,561
+33% +$1.17M 0.06% 158
2023
Q2 		$3.62M Buy
+44,318
New +$3.69M 0.05% 169
2018
Q4 		– Sell
-5,206
Closed -$348K – 618
2018
Q3 		$348K Sell
5,206
-452
-8% -$30.5K 0.01% 497
2018
Q2 		$373K Sell
5,658
-510
-8% -$32.6K 0.01% 480
2018
Q1 		$393K Sell
6,168
-364
-6% -$22.9K 0.01% 468
2017
Q4 		$433K Buy
6,532
+2,176
+50% +$150K 0.01% 461
2017
Q3 		$289K Buy
4,356
+152
+4% +$10.2K 0.01% 517
2017
Q2 		$273K Hold
4,204
– – 0.01% 529
2017
Q1 		$269K Buy
+4,204
New +$263K 0.01% 523

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

Johnson Investment Counsel's IDU Position: Q2 2026 in Review

Johnson Investment Counsel reduced its iShares US Utilities ETF (IDU) stake by 5.5% in Q2 2026, selling an estimated $21.7K and leaving 3,278 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Johnson Investment Counsel first reported a position in IDU in Q1 2017 and has held it in 20 quarters since. The position peaked at $4.33M in Q3 2023. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Johnson Investment Counsel held 3,278 shares of iShares US Utilities ETF worth $376K as of Q2 2026.
  • Johnson Investment Counsel sold 190 iShares US Utilities ETF shares in Q2 2026, an estimated $21.7K.
  • iShares US Utilities ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #680 holding.
  • Johnson Investment Counsel first reported a position in iShares US Utilities ETF in Q1 2017 and has held it in 20 quarters since.
  • Johnson Investment Counsel's iShares US Utilities ETF position peaked at $4.33M in Q3 2023.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.