Nalls Sherbakoff Group’s iShares US Utilities ETF IDU Stock Holding History

Nalls Sherbakoff Group’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	$135K	Hold	1,179	–	–	0.1%	115
2026 Q1	$137K	Hold	1,179	–	–	0.1%	119
2025 Q4	$128K	Sell	1,179 -12	-1%	-$1.34K	0.09%	131
2025 Q3	$132K	Hold	1,191	–	–	0.09%	127
2025 Q2	$125K	Hold	1,191	–	–	0.09%	125
2025 Q1	$121K	Buy	+1,191	New	+$119K	0.1%	112
2023 Q4	$126K	Hold	1,575	–	–	0.11%	105
2023 Q3	$116K	Hold	1,575	–	–	0.11%	106
2023 Q2	$127K	Hold	1,575	–	–	0.12%	103
2023 Q1	$131K	Buy	+1,575	New	+$131K	0.13%	105
2018 Q4	$81K	Buy	+1,202	New	+$82.8K	0.13%	94

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

Nalls Sherbakoff Group's IDU Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 1,179 shares worth $135K. The position accounts for 0.1% of the portfolio, ranked #115.

Nalls Sherbakoff Group first reported a position in IDU in Q4 2018 and has held it in 11 quarters since. The position peaked at $137K in Q1 2026. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Nalls Sherbakoff Group held 1,179 shares of iShares US Utilities ETF worth $135K as of Q2 2026.
Nalls Sherbakoff Group left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.1% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #115 holding.
Nalls Sherbakoff Group first reported a position in iShares US Utilities ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's iShares US Utilities ETF position peaked at $137K in Q1 2026.
290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.