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

NewEdge 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 		$732K Buy
6,383
+694
+12% +$79.4K ﹤0.01% 1876
2026
Q1 		$661K Sell
5,689
-54
-0.9% -$6.14K ﹤0.01% 1773
2025
Q4 		$622K Sell
5,743
-18,421
-76% -$2.06M ﹤0.01% 1807
2025
Q3 		$2.68M Buy
24,164
+3,309
+16% +$357K 0.01% 871
2025
Q2 		$2.18M Buy
20,855
+244
+1% +$25K 0.01% 893
2025
Q1 		$2.09M Sell
20,611
-387
-2% -$38.6K 0.01% 845
2024
Q4 		$2.02M Buy
20,998
+137
+0.7% +$13.8K 0.01% 825
2024
Q3 		$2.13M Buy
20,861
+2,308
+12% +$219K 0.01% 762
2024
Q2 		$1.63M Buy
18,553
+476
+3% +$41.8K 0.01% 843
2024
Q1 		$1.53M Sell
18,077
-499
-3% -$39.8K 0.01% 797
2023
Q4 		$1.48M Buy
18,576
+928
+5% +$71.1K 0.01% 773
2023
Q3 		$1.3M Sell
17,648
-3,144
-15% -$252K 0.01% 749
2023
Q2 		$1.7M Sell
20,792
-950
-4% -$79.1K 0.02% 650
2023
Q1 		$1.82M Sell
21,742
-1,014
-4% -$84.6K 0.02% 569
2022
Q4 		$253K Buy
22,756
+1,044
+5% +$87.6K 0.01% 1086
2022
Q3 		$1.76M Buy
21,712
+131
+0.6% +$11.8K 0.03% 462
2022
Q2 		$1.85M Buy
21,581
+1,311
+6% +$116K 0.03% 457
2022
Q1 		$1.84M Sell
20,270
-259
-1% -$22K 0.03% 449
2021
Q4 		$1.82M Buy
20,529
+2,108
+11% +$176K 0.03% 484
2021
Q3 		$1.45M Sell
18,421
-987
-5% -$81.5K 0.04% 406
2021
Q2 		$1.52M Sell
19,408
-1,048
-5% -$85K 0.04% 374
2021
Q1 		$1.63M Sell
20,456
-2,043
-9% -$157K 0.05% 329
2020
Q4 		$1.75M Sell
22,499
-1,901
-8% -$148K 0.06% 285
2020
Q3 		$1.78M Sell
24,400
-4,086
-14% -$300K 0.06% 262
2020
Q2 		$2M Buy
28,486
+224
+0.8% +$16K 0.08% 226
2020
Q1 		$1.95M Buy
28,262
+1,730
+7% +$138K 0.09% 196
2019
Q4 		$2.15M Buy
26,532
+2,690
+11% +$214K 0.09% 230
2019
Q3 		$1.94M Buy
23,842
+1,404
+6% +$109K 0.09% 222
2019
Q2 		$1.69M Sell
22,438
-10
-0% -$743 0.1% 198
2019
Q1 		$1.65M Buy
22,448
+6,430
+40% +$453K 0.11% 196
2018
Q4 		$1.07M Buy
16,018
+11,330
+242% +$780K 0.07% 245
2018
Q3 		$314K Buy
+4,688
New +$316K 0.02% 481

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

NewEdge Advisors's IDU Position: Q2 2026 in Review

NewEdge Advisors increased its iShares US Utilities ETF (IDU) stake by 12% in Q2 2026, buying an estimated $79.4K and bringing the position to 6,383 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

NewEdge Advisors first reported a position in IDU in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.68M in Q3 2025. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • NewEdge Advisors held 6,383 shares of iShares US Utilities ETF worth $732K as of Q2 2026.
  • NewEdge Advisors bought 694 iShares US Utilities ETF shares in Q2 2026, an estimated $79.4K.
  • iShares US Utilities ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1876 holding.
  • NewEdge Advisors first reported a position in iShares US Utilities ETF in Q3 2018 and has held it in 32 quarters since.
  • NewEdge Advisors's iShares US Utilities ETF position peaked at $2.68M in Q3 2025.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.