Missouri Trust & Investment Company’s iShares US Utilities ETF IDU Stock Holding History

Missouri Trust & Investment Company’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	–	Sell	-175	Closed	-$20.3K	–	249
2026 Q1	$20.3K	Hold	175	–	–	0.01%	289
2025 Q4	$19K	Hold	175	–	–	0.01%	287
2025 Q3	$19.4K	Hold	175	–	–	0.01%	289
2025 Q2	$18.3K	Hold	175	–	–	0.01%	278
2025 Q1	$17.7K	Hold	175	–	–	0.01%	272
2024 Q4	$16.8K	Buy	+175	New	+$17.6K	0.01%	281

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

Missouri Trust & Investment Company's IDU Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 175 shares — an estimated $20.3K sold.

Missouri Trust & Investment Company first reported a position in IDU in Q4 2024 and held it in 6 quarters. The position peaked at $20.3K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Missouri Trust & Investment Company reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
Missouri Trust & Investment Company sold 175 iShares US Utilities ETF shares in Q2 2026, an estimated $20.3K.
Missouri Trust & Investment Company first reported a position in iShares US Utilities ETF in Q4 2024 and held it in 6 quarters.
Missouri Trust & Investment Company's iShares US Utilities ETF position peaked at $20.3K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.