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Legacy Wealth Partners (Colorado)’s iShares US Utilities ETF IDU Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$494K Buy
4,311
+1,189
+38% +$136K 0.11% 109
2026
Q1 		$362K Hold
3,122
– – 0.09% 117
2025
Q4 		$338K Buy
+3,122
New +$349K 0.09% 130

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

Legacy Wealth Partners (Colorado)'s IDU Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its iShares US Utilities ETF (IDU) stake by 38% in Q2 2026, buying an estimated $136K and bringing the position to 4,311 shares worth $494K. The position accounts for 0.11% of the portfolio, ranked #109.

Legacy Wealth Partners (Colorado) first reported a position in IDU in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 4,311 shares of iShares US Utilities ETF worth $494K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) bought 1,189 iShares US Utilities ETF shares in Q2 2026, an estimated $136K.
  • iShares US Utilities ETF made up 0.11% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #109 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in iShares US Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.