Jones Financial Companies
IDU icon

Jones Financial Companies’s iShares US Utilities ETF IDU Stock Holding History

Jones Financial Companies’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 		$5.64M Buy
48,299
+3,250
+7% +$372K ﹤0.01% 1141
2026
Q1 		$5.2M Buy
45,049
+9,732
+28% +$1.11M ﹤0.01% 1058
2025
Q4 		$3.83M Buy
35,317
+12,460
+55% +$1.39M ﹤0.01% 725
2025
Q3 		$2.52M Buy
22,857
+4,074
+22% +$439K ﹤0.01% 782
2025
Q2 		$1.96M Buy
18,783
+2,832
+18% +$290K ﹤0.01% 758
2025
Q1 		$1.6M Buy
15,951
+1,069
+7% +$107K ﹤0.01% 713
2024
Q4 		$1.43M Buy
14,882
+5,590
+60% +$563K ﹤0.01% 647
2024
Q3 		$943K Buy
9,292
+6,970
+300% +$660K ﹤0.01% 625
2024
Q2 		$204K Buy
2,322
+1,541
+197% +$135K ﹤0.01% 830
2024
Q1 		$66K Buy
+781
New +$62.2K ﹤0.01% 679

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

Jones Financial Companies's IDU Position: Q2 2026 in Review

Jones Financial Companies increased its iShares US Utilities ETF (IDU) stake by 7.2% in Q2 2026, buying an estimated $372K and bringing the position to 48,299 shares worth $5.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Jones Financial Companies first reported a position in IDU in Q1 2024 and has held it in 10 quarters since. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Jones Financial Companies held 48,299 shares of iShares US Utilities ETF worth $5.64M as of Q2 2026.
  • Jones Financial Companies bought 3,250 iShares US Utilities ETF shares in Q2 2026, an estimated $372K.
  • iShares US Utilities ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1141 holding.
  • Jones Financial Companies first reported a position in iShares US Utilities ETF in Q1 2024 and has held it in 10 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.