N.E.W. Advisory Services’s iShares US Utilities ETF IDU Stock Holding History

N.E.W. Advisory Services’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	$143K	Hold	1,244	–	–	0.01%	255
2026 Q1	$144K	Hold	1,244	–	–	0.01%	247
2025 Q4	$135K	Hold	1,244	–	–	0.01%	244
2025 Q3	$138K	Hold	1,244	–	–	0.01%	219
2025 Q2	$130K	Hold	1,244	–	–	0.01%	221
2025 Q1	$126K	Buy	+1,244	New	+$124K	0.01%	249

Other funds holding IDU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arrien Investments Boise, Idaho $198M AUM 14.28% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

N.E.W. Advisory Services's IDU Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 1,244 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #255.

N.E.W. Advisory Services first reported a position in IDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $144K in Q1 2026. 196 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

N.E.W. Advisory Services held 1,244 shares of iShares US Utilities ETF worth $143K as of Q2 2026.
N.E.W. Advisory Services left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #255 holding.
N.E.W. Advisory Services first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's iShares US Utilities ETF position peaked at $144K in Q1 2026.
196 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.