Keystone Wealth Services’s iShares US Utilities ETF IDU Stock Holding History

Keystone Wealth 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	$243K	Hold	2,120	–	–	0.05%	284
2026 Q1	$246K	Hold	2,120	–	–	0.05%	267
2025 Q4	$230K	Hold	2,120	–	–	0.05%	231
2025 Q3	$235K	Hold	2,120	–	–	0.05%	269
2025 Q2	$222K	Hold	2,120	–	–	0.05%	260
2025 Q1	$215K	Hold	2,120	–	–	0.06%	253
2024 Q4	$204K	Hold	2,120	–	–	0.05%	249
2024 Q3	$216K	Buy	+2,120	New	+$201K	0.06%	240

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

Keystone Wealth Services's IDU Position: Q2 2026 in Review

Keystone Wealth Services held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 2,120 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #284.

Keystone Wealth Services first reported a position in IDU in Q3 2024 and has held it in 8 quarters since. The position peaked at $246K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Keystone Wealth Services held 2,120 shares of iShares US Utilities ETF worth $243K as of Q2 2026.
Keystone Wealth Services left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #284 holding.
Keystone Wealth Services first reported a position in iShares US Utilities ETF in Q3 2024 and has held it in 8 quarters since.
Keystone Wealth Services's iShares US Utilities ETF position peaked at $246K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.