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Larson Financial Group’s iShares US Utilities ETF IDU Stock Holding History

Larson Financial Group’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 		$28.7K Buy
251
+2
+0.8% +$229 ﹤0.01% 1802
2026
Q1 		$29K Buy
+249
New +$28.3K ﹤0.01% 1647

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

Larson Financial Group's IDU Position: Q2 2026 in Review

Larson Financial Group increased its iShares US Utilities ETF (IDU) stake by 0.8% in Q2 2026, buying an estimated $229 and bringing the position to 251 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Larson Financial Group first reported a position in IDU in Q1 2026 and has held it in 2 quarters since. The position peaked at $29K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Larson Financial Group held 251 shares of iShares US Utilities ETF worth $28.7K as of Q2 2026.
  • Larson Financial Group bought 2 iShares US Utilities ETF shares in Q2 2026, an estimated $229.
  • iShares US Utilities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1802 holding.
  • Larson Financial Group first reported a position in iShares US Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • Larson Financial Group's iShares US Utilities ETF position peaked at $29K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

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