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

Modera 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 		$226K Hold
1,971
– – ﹤0.01% 608
2026
Q1 		$229K Hold
1,971
– – ﹤0.01% 587
2025
Q4 		$214K Hold
1,971
– – ﹤0.01% 613
2025
Q3 		$219K Hold
1,971
– – ﹤0.01% 616
2025
Q2 		$206K Buy
+1,971
New +$202K ﹤0.01% 622

Other funds holding IDU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $198M AUM 14.28% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Modera Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 1,971 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Modera Wealth Management first reported a position in IDU in Q2 2025 and has held it in 5 quarters since. The position peaked at $229K in Q1 2026. 167 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Modera Wealth Management held 1,971 shares of iShares US Utilities ETF worth $226K as of Q2 2026.
  • Modera Wealth Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
  • iShares US Utilities ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #608 holding.
  • Modera Wealth Management first reported a position in iShares US Utilities ETF in Q2 2025 and has held it in 5 quarters since.
  • Modera Wealth Management's iShares US Utilities ETF position peaked at $229K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.