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

Meridian 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	$215K	Buy	1,872 +7	+0.4%	+$801	0.01%	773
2026 Q1	$217K	Buy	1,865 +6	+0.3%	+$682	0.01%	735
2025 Q4	$201K	Buy	+1,859	New	+$208K	0.01%	726
2019 Q3	–	Sell	-526	Closed	-$39.6K	–	317
2019 Q2	$39.6K	Buy	+526	New	+$39.1K	0.02%	408

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

Meridian Wealth Management's IDU Position: Q2 2026 in Review

Meridian Wealth Management increased its iShares US Utilities ETF (IDU) stake by 0.38% in Q2 2026, buying an estimated $801 and bringing the position to 1,872 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #773.

Meridian Wealth Management first reported a position in IDU in Q2 2019 and has held it in 4 quarters since. The position peaked at $217K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Meridian Wealth Management held 1,872 shares of iShares US Utilities ETF worth $215K as of Q2 2026.
Meridian Wealth Management bought 7 iShares US Utilities ETF shares in Q2 2026, an estimated $801.
iShares US Utilities ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #773 holding.
Meridian Wealth Management first reported a position in iShares US Utilities ETF in Q2 2019 and has held it in 4 quarters since.
Meridian Wealth Management's iShares US Utilities ETF position peaked at $217K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.