Kesler Norman & Wride’s iShares US Utilities ETF IDU Stock Holding History

Kesler Norman & Wride’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	-4,564	Closed	-$530K	–	280
2026 Q1	$530K	Sell	4,564 -3,909	-46%	-$444K	0.09%	186
2025 Q4	$918K	Buy	+8,473	New	+$947K	0.16%	141
2025 Q3	–	Sell	-3,458	Closed	-$362K	–	230
2025 Q2	$362K	Buy	+3,458	New	+$354K	0.06%	195
2023 Q3	–	Sell	-2,468	Closed	-$202K	–	164
2023 Q2	$202K	Buy	2,468 +17	+0.7%	+$1.42K	0.05%	152
2023 Q1	$205K	Sell	2,451 -2,909	-54%	-$243K	0.05%	150
2022 Q4	$464K	Sell	5,360 -35,113	-87%	-$2.95M	0.12%	131
2022 Q3	$3.28M	Buy	40,473 +6,081	+18%	+$547K	0.92%	42
2022 Q2	$2.94M	Buy	+34,392	New	+$3.04M	0.82%	56

Other funds holding IDU

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Kesler Norman & Wride's IDU Position: Q2 2026 in Review

Kesler Norman & Wride sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 4,564 shares — an estimated $530K sold.

Kesler Norman & Wride first reported a position in IDU in Q2 2022 and held it in 8 quarters. The position peaked at $3.28M in Q3 2022. 67 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Kesler Norman & Wride reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
Kesler Norman & Wride sold 4,564 iShares US Utilities ETF shares in Q2 2026, an estimated $530K.
Kesler Norman & Wride first reported a position in iShares US Utilities ETF in Q2 2022 and held it in 8 quarters.
Kesler Norman & Wride's iShares US Utilities ETF position peaked at $3.28M in Q3 2022.
67 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.