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Moors & Cabot’s iShares US Utilities ETF IDU Stock Holding History

Moors & Cabot’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 		$321K Sell
2,799
-99
-3% -$11.3K 0.01% 727
2026
Q1 		$337K Buy
2,898
+206
+8% +$23.4K 0.01% 663
2025
Q4 		$292K Hold
2,692
– – 0.01% 693
2025
Q3 		$299K Buy
2,692
+6
+0.2% +$647 0.01% 676
2025
Q2 		$281K Buy
2,686
+43
+2% +$4.4K 0.01% 673
2025
Q1 		$268K Sell
2,643
-237
-8% -$23.7K 0.01% 680
2024
Q4 		$277K Sell
2,880
-17
-0.6% -$1.71K 0.01% 684
2024
Q3 		$296K Sell
2,897
-45
-2% -$4.26K 0.01% 663
2024
Q2 		$259K Buy
2,942
+28
+1% +$2.46K 0.01% 680
2024
Q1 		$246K Buy
2,914
+170
+6% +$13.5K 0.01% 743
2023
Q4 		$219K Buy
+2,744
New +$210K 0.01% 726
2023
Q2 		– Sell
-2,516
Closed -$211K – 878
2023
Q1 		$211K Sell
2,516
-640
-20% -$53.4K 0.01% 736
2022
Q4 		$273K Sell
3,156
-222
-7% -$18.6K 0.02% 619
2022
Q3 		$274K Buy
3,378
+134
+4% +$12.1K 0.02% 588
2022
Q2 		$278K Hold
3,244
– – 0.02% 584
2022
Q1 		$295K Hold
3,244
– – 0.02% 629
2021
Q4 		$287K Buy
3,244
+21
+0.7% +$1.76K 0.02% 653
2021
Q3 		$254K Buy
3,223
+25
+0.8% +$2.06K 0.02% 662
2021
Q2 		$251K Buy
+3,198
New +$259K 0.02% 642
2014
Q3 		– Sell
-7,386
Closed -$408K – 546
2014
Q2 		$408K Buy
+7,386
New +$395K 0.07% 312

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

Moors & Cabot's IDU Position: Q2 2026 in Review

Moors & Cabot reduced its iShares US Utilities ETF (IDU) stake by 3.4% in Q2 2026, selling an estimated $11.3K and leaving 2,799 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #727.

Moors & Cabot first reported a position in IDU in Q2 2014 and has held it in 20 quarters since. The position peaked at $408K in Q2 2014. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Moors & Cabot held 2,799 shares of iShares US Utilities ETF worth $321K as of Q2 2026.
  • Moors & Cabot sold 99 iShares US Utilities ETF shares in Q2 2026, an estimated $11.3K.
  • iShares US Utilities ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #727 holding.
  • Moors & Cabot first reported a position in iShares US Utilities ETF in Q2 2014 and has held it in 20 quarters since.
  • Moors & Cabot's iShares US Utilities ETF position peaked at $408K in Q2 2014.
  • 290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.