Koshinski Asset Management
IDU icon

Koshinski Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Koshinski Asset Management’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
-13,535
Closed -$1.57M – 785
2026
Q1 		$1.57M Hold
13,535
– – 0.1% 191
2025
Q4 		$1.47M Buy
+13,535
New +$1.51M 0.09% 201
2025
Q1 		– Sell
-13,521
Closed -$1.3M – 648
2024
Q4 		$1.3M Buy
13,521
+2,339
+21% +$236K 0.11% 184
2024
Q3 		$1.14M Buy
11,182
+406
+4% +$38.4K 0.1% 216
2024
Q2 		$954K Buy
+10,776
New +$947K 0.09% 227
2022
Q2 		– Sell
-342
Closed -$31.1K – 1237
2022
Q1 		$31.1K Hold
342
– – ﹤0.01% 1283
2021
Q4 		$30.2K Hold
342
– – ﹤0.01% 1329
2021
Q3 		$27K Buy
+342
New +$28.2K ﹤0.01% 1345
2020
Q4 		– Sell
-4,406
Closed -$345K – 560
2020
Q3 		$345K Sell
4,406
-964
-18% -$70.7K 0.05% 372
2020
Q2 		$376K Hold
5,370
– – 0.06% 339
2020
Q1 		$371K Sell
5,370
-1,846
-26% -$147K 0.08% 296
2019
Q4 		$582K Sell
7,216
-714
-9% -$56.9K 0.1% 278
2019
Q3 		$646K Buy
7,930
+476
+6% +$37K 0.45% 73
2019
Q2 		$562K Sell
7,454
-308
-4% -$22.9K 0.23% 133
2019
Q1 		$572K Buy
7,762
+1,716
+28% +$121K 0.15% 178
2018
Q4 		$406K Buy
6,046
+14
+0.2% +$964 0.1% 247
2018
Q3 		$404K Buy
6,032
+1,696
+39% +$114K 0.06% 366
2018
Q2 		$286K Sell
4,336
-234
-5% -$14.9K 0.09% 294
2018
Q1 		$291K Sell
4,570
-916
-17% -$57.7K 0.09% 289
2017
Q4 		$364K Sell
5,486
-74
-1% -$5.09K 0.09% 300
2017
Q3 		$369K Sell
5,560
-118
-2% -$7.93K 0.12% 252
2017
Q2 		$369K Sell
5,678
-1,046
-16% -$68.7K 0.13% 230
2017
Q1 		$432K Sell
6,724
-70
-1% -$4.38K 0.17% 180
2016
Q4 		$414K Buy
6,794
+124
+2% +$7.42K 0.21% 159
2016
Q3 		$409K Buy
6,670
+316
+5% +$20K 0.2% 160
2016
Q2 		$417K Buy
+6,354
New +$392K 0.23% 145

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Koshinski Asset Management's IDU Position: Q2 2026 in Review

Koshinski Asset Management sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 13,535 shares — an estimated $1.57M sold.

Koshinski Asset Management first reported a position in IDU in Q2 2016 and held it in 26 quarters. The position peaked at $1.57M in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Koshinski Asset Management reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Koshinski Asset Management sold 13,535 iShares US Utilities ETF shares in Q2 2026, an estimated $1.57M.
  • Koshinski Asset Management first reported a position in iShares US Utilities ETF in Q2 2016 and held it in 26 quarters.
  • Koshinski Asset Management's iShares US Utilities ETF position peaked at $1.57M in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.