KKM Financial’s iShares US Utilities ETF IDU Stock Holding History

KKM Financial’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	-6,965	Closed	-$755K	–	179
2026 Q1	$755K	Hold	6,965	–	–	0.13%	104
2025 Q4	$755K	Buy	6,965 +879	+14%	+$98.2K	0.13%	104
2025 Q3	$675K	Hold	6,086	–	–	0.21%	78
2025 Q2	$636K	Buy	+6,086	New	+$623K	0.22%	88

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

KKM Financial's IDU Position: Q2 2026 in Review

KKM Financial sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 6,965 shares — an estimated $755K sold.

KKM Financial first reported a position in IDU in Q2 2025 and held it in 4 quarters. The position peaked at $755K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

KKM Financial reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
KKM Financial sold 6,965 iShares US Utilities ETF shares in Q2 2026, an estimated $755K.
KKM Financial first reported a position in iShares US Utilities ETF in Q2 2025 and held it in 4 quarters.
KKM Financial's iShares US Utilities ETF position peaked at $755K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

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