Money Concepts Capital’s iShares US Utilities ETF IDU Stock Holding History

Money Concepts Capital’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	$319K	Sell	2,779 -1,799	-39%	-$206K	0.01%	501
2026 Q1	$532K	Buy	4,578 +523	+13%	+$59.5K	0.03%	374
2025 Q4	$439K	Buy	4,055 +131	+3%	+$14.6K	0.02%	370
2025 Q3	$435K	Buy	3,924 +697	+22%	+$75.2K	0.03%	339
2025 Q2	$337K	Buy	3,227 +656	+26%	+$67.2K	0.02%	357
2025 Q1	$261K	Buy	+2,571	New	+$257K	0.02%	373
2023 Q2	–	Sell	-13,381	Closed	-$132K	–	409
2023 Q1	$132K	Buy	13,381 +10,785	+415%	+$900K	0.01%	431
2022 Q4	$225K	Buy	2,596 +2,285	+735%	+$192K	0.01%	639
2022 Q3	$25K	Buy	311 +24	+8%	+$2.16K	﹤0.01%	856
2022 Q2	$25K	Sell	287 -1,855	-87%	-$164K	﹤0.01%	841
2022 Q1	$195K	Buy	2,142 +1,816	+557%	+$154K	0.01%	754
2021 Q4	$29K	Buy	+326	New	+$27.3K	﹤0.01%	629
2021 Q1	$36K	Buy	450 +19	+4%	+$1.46K	﹤0.01%	593
2020 Q4	$33K	Buy	+431	New	+$33.6K	﹤0.01%	547

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

Money Concepts Capital's IDU Position: Q2 2026 in Review

Money Concepts Capital reduced its iShares US Utilities ETF (IDU) stake by 39% in Q2 2026, selling an estimated $206K and leaving 2,779 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #501.

Money Concepts Capital first reported a position in IDU in Q4 2020 and has held it in 14 quarters since. The position peaked at $532K in Q1 2026. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Money Concepts Capital held 2,779 shares of iShares US Utilities ETF worth $319K as of Q2 2026.
Money Concepts Capital sold 1,799 iShares US Utilities ETF shares in Q2 2026, an estimated $206K.
iShares US Utilities ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #501 holding.
Money Concepts Capital first reported a position in iShares US Utilities ETF in Q4 2020 and has held it in 14 quarters since.
Money Concepts Capital's iShares US Utilities ETF position peaked at $532K in Q1 2026.
290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.