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Midwest Trust’s iShares US Utilities ETF IDU Stock Holding History

Midwest Trust’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 		$352K Buy
3,072
+980
+47% +$112K ﹤0.01% 507
2026
Q1 		$243K Hold
2,092
– – ﹤0.01% 548
2025
Q4 		$227K Hold
2,092
– – ﹤0.01% 562
2025
Q3 		$232K Buy
2,092
+175
+9% +$18.9K ﹤0.01% 555
2025
Q2 		$200K Buy
+1,917
New +$196K ﹤0.01% 577

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Midwest Trust's IDU Position: Q2 2026 in Review

Midwest Trust increased its iShares US Utilities ETF (IDU) stake by 47% in Q2 2026, buying an estimated $112K and bringing the position to 3,072 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Midwest Trust first reported a position in IDU in Q2 2025 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Midwest Trust held 3,072 shares of iShares US Utilities ETF worth $352K as of Q2 2026.
  • Midwest Trust bought 980 iShares US Utilities ETF shares in Q2 2026, an estimated $112K.
  • iShares US Utilities ETF made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #507 holding.
  • Midwest Trust first reported a position in iShares US Utilities ETF in Q2 2025 and has held it in 5 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.