Kestra Advisory Services
IDU icon

Kestra Advisory Services’s iShares US Utilities ETF IDU Stock Holding History

Kestra Advisory Services’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
Q3 		$839K Buy
8,315
+19
+0.2% +$2.1K ﹤0.01% 2086
2026
Q2 		$951K Sell
8,296
-332
-4% -$38K ﹤0.01% 1867
2026
Q1 		$1M Buy
8,628
+832
+11% +$94.6K ﹤0.01% 1731
2025
Q4 		$845K Buy
7,796
+224
+3% +$25K ﹤0.01% 1770
2025
Q3 		$840K Sell
7,572
-7,003
-48% -$755K ﹤0.01% 1702
2025
Q2 		$1.52M Buy
14,575
+804
+6% +$82.3K 0.01% 1224
2025
Q1 		$1.4M Sell
13,771
-294
-2% -$29.4K 0.01% 1177
2024
Q4 		$1.35M Buy
14,065
+1,245
+10% +$125K 0.01% 1219
2024
Q3 		$1.31M Buy
12,820
+8,253
+181% +$781K 0.01% 1174
2024
Q2 		$401K Buy
4,567
+106
+2% +$9.31K ﹤0.01% 1925
2024
Q1 		$377K Sell
4,461
-116
-3% -$9.24K ﹤0.01% 1846
2023
Q4 		$366K Sell
4,577
-190
-4% -$14.6K ﹤0.01% 1721
2023
Q3 		$351K Buy
4,767
+555
+13% +$44.5K ﹤0.01% 1568
2023
Q2 		$344K Sell
4,212
-1,402
-25% -$117K ﹤0.01% 1522
2023
Q1 		$470K Sell
5,614
-755
-12% -$63K 0.01% 1317
2022
Q4 		$551K Sell
6,369
-1,988
-24% -$167K ﹤0.01% 1358
2022
Q3 		$678K Buy
8,357
+1,794
+27% +$161K 0.01% 1148
2022
Q2 		$562K Sell
6,563
-14,297
-69% -$1.26M 0.01% 1263
2022
Q1 		$1.9M Buy
20,860
+199
+1% +$16.9K 0.02% 698
2021
Q4 		$1.83M Sell
20,661
-1,164
-5% -$97.4K 0.02% 720
2021
Q3 		$1.72M Sell
21,825
-339
-2% -$28K 0.02% 776
2021
Q2 		$1.74M Sell
22,164
-2,032
-8% -$165K 0.02% 697
2021
Q1 		$1.92M Sell
24,196
-5,366
-18% -$413K 0.02% 615
2020
Q4 		$2.26M Buy
29,562
+6,298
+27% +$491K 0.03% 558
2020
Q3 		$1.7M Buy
+23,264
New +$1.71M 0.03% 469

Other funds holding IDU

Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Kestra Advisory Services's IDU Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares US Utilities ETF (IDU) stake by 0.23% in Q3 2026, buying an estimated $2.1K and bringing the position to 8,315 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Kestra Advisory Services first reported a position in IDU in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.26M in Q4 2020. 118 funds tracked by Wall St. Rank hold IDU as of Q3 2026.

  • Kestra Advisory Services held 8,315 shares of iShares US Utilities ETF worth $839K as of Q3 2026.
  • Kestra Advisory Services bought 19 iShares US Utilities ETF shares in Q3 2026, an estimated $2.1K.
  • iShares US Utilities ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2086 holding.
  • Kestra Advisory Services first reported a position in iShares US Utilities ETF in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's iShares US Utilities ETF position peaked at $2.26M in Q4 2020.
  • 118 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.