Mariner’s iShares US Utilities ETF IDU Stock Holding History

Mariner’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	$382K	Sell	3,333 -478	-13%	-$54.7K	﹤0.01%	2644
2026 Q1	$443K	Sell	3,811 -2,667	-41%	-$303K	﹤0.01%	2581
2025 Q4	$702K	Sell	6,478 -1,171	-15%	-$131K	﹤0.01%	2210
2025 Q3	$848K	Sell	7,649 -5,179	-40%	-$558K	﹤0.01%	2033
2025 Q2	$1.34M	Buy	12,828 +10,606	+477%	+$1.09M	﹤0.01%	1605
2025 Q1	$225K	Buy	+2,222	New	+$222K	﹤0.01%	2901
2023 Q2	–	Sell	-3,018	Closed	-$253K	–	2870
2023 Q1	$253K	Sell	3,018 -707	-19%	-$59K	﹤0.01%	2205
2022 Q4	$322K	Buy	3,725 +3	+0.1%	+$252	﹤0.01%	1967
2022 Q3	$302K	Buy	+3,722	New	+$335K	﹤0.01%	1762

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

Mariner's IDU Position: Q2 2026 in Review

Mariner reduced its iShares US Utilities ETF (IDU) stake by 13% in Q2 2026, selling an estimated $54.7K and leaving 3,333 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Mariner first reported a position in IDU in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.34M in Q2 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Mariner held 3,333 shares of iShares US Utilities ETF worth $382K as of Q2 2026.
Mariner sold 478 iShares US Utilities ETF shares in Q2 2026, an estimated $54.7K.
iShares US Utilities ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2644 holding.
Mariner first reported a position in iShares US Utilities ETF in Q3 2022 and has held it in 9 quarters since.
Mariner's iShares US Utilities ETF position peaked at $1.34M in Q2 2025.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.