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Laurel Oak Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Laurel Oak Wealth 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 		$306K Hold
2,671
– – 0.04% 283
2026
Q1 		$310K Sell
2,671
-85
-3% -$9.66K 0.05% 267
2025
Q4 		$299K Buy
+2,756
New +$308K 0.05% 267

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

Laurel Oak Wealth Management's IDU Position: Q2 2026 in Review

Laurel Oak Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 2,671 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #283.

Laurel Oak Wealth Management first reported a position in IDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $310K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Laurel Oak Wealth Management held 2,671 shares of iShares US Utilities ETF worth $306K as of Q2 2026.
  • Laurel Oak Wealth Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
  • iShares US Utilities ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Laurel Oak Wealth Management first reported a position in iShares US Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's iShares US Utilities ETF position peaked at $310K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.