Mather Group’s iShares US Utilities ETF IDU Stock Holding History

Mather 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	$83K	Hold	724	–	–	﹤0.01%	989
2026 Q1	$84.1K	Buy	+724	New	+$82.3K	﹤0.01%	937
2025 Q4	–	Sell	-732	Closed	-$81.2K	–	1106
2025 Q3	$81.2K	Buy	+732	New	+$78.9K	﹤0.01%	803
2025 Q2	–	Sell	-732	Closed	-$74.2K	–	1121
2025 Q1	$74.2K	Hold	732	–	–	﹤0.01%	826
2024 Q4	$70.4K	Hold	732	–	–	﹤0.01%	806
2024 Q3	$74.7K	Hold	732	–	–	﹤0.01%	800
2024 Q2	$61.9K	Hold	732	–	–	﹤0.01%	939
2024 Q1	$58.5K	Buy	+732	New	+$58.3K	﹤0.01%	836
2022 Q2	–	Sell	-2,244	Closed	-$204K	–	428
2022 Q1	$204K	Buy	+2,244	New	+$191K	﹤0.01%	431
2021 Q1	–	Sell	-2,742	Closed	-$213K	–	274
2020 Q4	$213K	Hold	2,742	–	–	0.01%	231
2020 Q3	$200K	Sell	2,742 -348	-11%	-$25.5K	0.01%	233
2020 Q2	$217K	Buy	+3,090	New	+$221K	0.01%	195

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

Mather Group's IDU Position: Q2 2026 in Review

Mather Group held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 724 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Mather Group first reported a position in IDU in Q2 2020 and has held it in 12 quarters since. The position peaked at $217K in Q2 2020. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Mather Group held 724 shares of iShares US Utilities ETF worth $83K as of Q2 2026.
Mather Group left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #989 holding.
Mather Group first reported a position in iShares US Utilities ETF in Q2 2020 and has held it in 12 quarters since.
Mather Group's iShares US Utilities ETF position peaked at $217K in Q2 2020.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.