Mullooly Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Mullooly Asset 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	$787K	Buy	6,871 +15	+0.2%	+$1.72K	0.24%	27
2026 Q1	$796K	Buy	6,856 +16	+0.2%	+$1.82K	0.29%	22
2025 Q4	$741K	Sell	6,840 -117	-2%	-$13.1K	0.27%	25
2025 Q3	$771K	Sell	6,957 -1,015	-13%	-$109K	0.3%	22
2025 Q2	$833K	Sell	7,972 -1,251	-14%	-$128K	0.35%	21
2025 Q1	$935K	Buy	+9,223	New	+$921K	0.42%	20

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

Mullooly Asset Management's IDU Position: Q2 2026 in Review

Mullooly Asset Management increased its iShares US Utilities ETF (IDU) stake by 0.22% in Q2 2026, buying an estimated $1.72K and bringing the position to 6,871 shares worth $787K. The position accounts for 0.24% of the portfolio, ranked #27.

Mullooly Asset Management first reported a position in IDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $935K in Q1 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Mullooly Asset Management held 6,871 shares of iShares US Utilities ETF worth $787K as of Q2 2026.
Mullooly Asset Management bought 15 iShares US Utilities ETF shares in Q2 2026, an estimated $1.72K.
iShares US Utilities ETF made up 0.24% of Mullooly Asset Management's portfolio in Q2 2026, its #27 holding.
Mullooly Asset Management first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 6 quarters since.
Mullooly Asset Management's iShares US Utilities ETF position peaked at $935K in Q1 2025.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Mullooly Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.