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Mutual Advisors’s iShares US Utilities ETF IDU Stock Holding History

Mutual Advisors’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 		$599K Sell
5,227
-532
-9% -$60.9K 0.01% 856
2026
Q1 		$669K Sell
5,759
-1,477
-20% -$168K 0.01% 756
2025
Q4 		$784K Buy
7,236
+1,193
+20% +$133K 0.02% 676
2025
Q3 		$689K Sell
6,043
-548
-8% -$59.1K 0.02% 711
2025
Q2 		$712K Buy
6,591
+236
+4% +$24.2K 0.02% 633
2025
Q1 		$639K Buy
6,355
+3,022
+91% +$302K 0.02% 608
2024
Q4 		$333K Sell
3,333
-1,074
-24% -$108K 0.01% 857
2024
Q3 		$454K Sell
4,407
-154
-3% -$14.6K 0.01% 748
2024
Q2 		$416K Sell
4,561
-964
-17% -$84.7K 0.01% 774
2024
Q1 		$467K Buy
5,525
+384
+7% +$30.6K 0.02% 719
2023
Q4 		$411K Sell
5,141
-328
-6% -$25.1K 0.01% 708
2023
Q3 		$402K Buy
5,469
+19
+0.3% +$1.52K 0.02% 683
2023
Q2 		$446K Sell
5,450
-16
-0.3% -$1.33K 0.02% 676
2023
Q1 		$458K Sell
5,466
-399
-7% -$33.3K 0.02% 655
2022
Q4 		$508K Sell
5,865
-823
-12% -$69.1K 0.02% 585
2022
Q3 		$543K Sell
6,688
-325
-5% -$29.3K 0.03% 538
2022
Q2 		$600K Buy
7,013
+108
+2% +$9.54K 0.04% 480
2022
Q1 		$628K Sell
6,905
-1,587
-19% -$135K 0.04% 509
2021
Q4 		$751K Buy
8,492
+1,251
+17% +$105K 0.04% 470
2021
Q3 		$572K Sell
7,241
-312
-4% -$25.8K 0.03% 504
2021
Q2 		$593K Sell
7,553
-1,361
-15% -$110K 0.04% 479
2021
Q1 		$709K Sell
8,914
-502
-5% -$38.6K 0.05% 403
2020
Q4 		$731K Buy
9,416
+16
+0.2% +$1.25K 0.05% 388
2020
Q3 		$686K Sell
9,400
-20
-0.2% -$1.47K 0.06% 340
2020
Q2 		$660K Buy
9,420
+380
+4% +$27.2K 0.06% 309
2020
Q1 		$624K Buy
9,040
+5,716
+172% +$456K 0.08% 244
2019
Q4 		$269K Buy
3,324
+606
+22% +$48.3K 0.03% 489
2019
Q3 		$221K Sell
2,718
-4
-0.1% -$311 0.03% 480
2019
Q2 		$205K Buy
+2,722
New +$202K 0.03% 521

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

Mutual Advisors's IDU Position: Q2 2026 in Review

Mutual Advisors reduced its iShares US Utilities ETF (IDU) stake by 9.2% in Q2 2026, selling an estimated $60.9K and leaving 5,227 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #856.

Mutual Advisors first reported a position in IDU in Q2 2019 and has held it in 29 quarters since. The position peaked at $784K in Q4 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Mutual Advisors held 5,227 shares of iShares US Utilities ETF worth $599K as of Q2 2026.
  • Mutual Advisors sold 532 iShares US Utilities ETF shares in Q2 2026, an estimated $60.9K.
  • iShares US Utilities ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #856 holding.
  • Mutual Advisors first reported a position in iShares US Utilities ETF in Q2 2019 and has held it in 29 quarters since.
  • Mutual Advisors's iShares US Utilities ETF position peaked at $784K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.