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Nikulski Financial’s iShares US Utilities ETF IDU Stock Holding History

Nikulski Financial’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 		– Sell
-11,932
Closed -$1.39M – 183
2026
Q1 		$1.39M Buy
11,932
+3
+0% +$341 0.34% 79
2025
Q4 		$1.29M Buy
11,929
+566
+5% +$63.3K 0.31% 78
2025
Q3 		$1.26M Hold
11,363
– – 0.32% 72
2025
Q2 		$1.19M Buy
+11,363
New +$1.16M 0.33% 72
2023
Q3 		– Sell
-9,125
Closed -$746K – 127
2023
Q2 		$746K Buy
9,125
+1,304
+17% +$109K 0.31% 78
2023
Q1 		$655K Hold
7,821
– – 0.29% 78
2022
Q4 		$677K Buy
7,821
+911
+13% +$76.5K 0.32% 68
2022
Q3 		$561K Sell
6,910
-19
-0.3% -$1.71K 0.29% 74
2022
Q2 		$593K Buy
+6,929
New +$612K 0.29% 71
2020
Q2 		– Sell
-6,030
Closed -$416K – 106
2020
Q1 		$416K Buy
+6,030
New +$481K 0.36% 56

Other funds holding IDU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Nikulski Financial's IDU Position: Q2 2026 in Review

Nikulski Financial sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 11,932 shares — an estimated $1.39M sold.

Nikulski Financial first reported a position in IDU in Q1 2020 and held it in 10 quarters. The position peaked at $1.39M in Q1 2026. 101 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Nikulski Financial reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Nikulski Financial sold 11,932 iShares US Utilities ETF shares in Q2 2026, an estimated $1.39M.
  • Nikulski Financial first reported a position in iShares US Utilities ETF in Q1 2020 and held it in 10 quarters.
  • Nikulski Financial's iShares US Utilities ETF position peaked at $1.39M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.