MFG
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Merit Financial Group’s iShares US Utilities ETF IDU Stock Holding History

Merit Financial 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 		$592K Buy
5,169
+1,073
+26% +$123K ﹤0.01% 1402
2026
Q1 		$476K Buy
4,096
+1,853
+83% +$211K ﹤0.01% 1400
2025
Q4 		$243K Buy
+2,243
New +$251K ﹤0.01% 1697

Other funds holding IDU

FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Merit Financial Group's IDU Position: Q2 2026 in Review

Merit Financial Group increased its iShares US Utilities ETF (IDU) stake by 26% in Q2 2026, buying an estimated $123K and bringing the position to 5,169 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Merit Financial Group first reported a position in IDU in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Merit Financial Group held 5,169 shares of iShares US Utilities ETF worth $592K as of Q2 2026.
  • Merit Financial Group bought 1,073 iShares US Utilities ETF shares in Q2 2026, an estimated $123K.
  • iShares US Utilities ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1402 holding.
  • Merit Financial Group first reported a position in iShares US Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.