MAI Capital Management’s iShares US Utilities ETF IDU Stock Holding History

MAI Capital 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	-349	Closed	-$40.5K	–	3314
2026 Q1	$40.5K	Hold	349	–	–	﹤0.01%	2373
2025 Q4	$37.8K	Hold	349	–	–	﹤0.01%	2171
2025 Q3	$38.7K	Hold	349	–	–	﹤0.01%	2073
2025 Q2	$36.5K	Hold	349	–	–	﹤0.01%	2038
2025 Q1	$35.4K	Sell	349 -1,653	-83%	-$165K	﹤0.01%	1924
2024 Q4	$193K	Sell	2,002 -317	-14%	-$31.9K	﹤0.01%	1158
2024 Q3	$237K	Hold	2,319	–	–	﹤0.01%	954
2024 Q2	$204K	Buy	+2,319	New	+$204K	﹤0.01%	1139

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

MAI Capital Management's IDU Position: Q2 2026 in Review

MAI Capital Management sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 349 shares — an estimated $40.5K sold.

MAI Capital Management first reported a position in IDU in Q2 2024 and held it in 8 quarters. The position peaked at $237K in Q3 2024. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

MAI Capital Management reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 349 iShares US Utilities ETF shares in Q2 2026, an estimated $40.5K.
MAI Capital Management first reported a position in iShares US Utilities ETF in Q2 2024 and held it in 8 quarters.
MAI Capital Management's iShares US Utilities ETF position peaked at $237K in Q3 2024.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.