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 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	$1.93M	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

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

Kestra Advisory Services's IDU Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares US Utilities ETF (IDU) stake by 3.8% in Q2 2026, selling an estimated $38K and leaving 8,296 shares worth $951K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Kestra Advisory Services first reported a position in IDU in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.26M in Q4 2020. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Kestra Advisory Services held 8,296 shares of iShares US Utilities ETF worth $951K as of Q2 2026.
Kestra Advisory Services sold 332 iShares US Utilities ETF shares in Q2 2026, an estimated $38K.
iShares US Utilities ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1867 holding.
Kestra Advisory Services first reported a position in iShares US Utilities ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's iShares US Utilities ETF position peaked at $2.26M in Q4 2020.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.