Nova Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Nova Wealth Management’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	$170K	Sell	1,480 -191	-11%	-$21.9K	0.09%	148
2026 Q1	$194K	Buy	1,671 +251	+18%	+$28.5K	0.13%	130
2025 Q4	$154K	Sell	1,420 -331	-19%	-$37K	0.11%	148
2025 Q3	$194K	Sell	1,751 -51	-3%	-$5.5K	0.14%	130
2025 Q2	$188K	Sell	1,802 -45	-2%	-$4.61K	0.14%	135
2025 Q1	$187K	Sell	1,847 -1,152	-38%	-$115K	0.16%	118
2024 Q4	$289K	Buy	+2,999	New	+$302K	0.25%	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

Nova Wealth Management's IDU Position: Q2 2026 in Review

Nova Wealth Management reduced its iShares US Utilities ETF (IDU) stake by 11% in Q2 2026, selling an estimated $21.9K and leaving 1,480 shares worth $170K. The position accounts for 0.09% of the portfolio, ranked #148.

Nova Wealth Management first reported a position in IDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q4 2024. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Nova Wealth Management held 1,480 shares of iShares US Utilities ETF worth $170K as of Q2 2026.
Nova Wealth Management sold 191 iShares US Utilities ETF shares in Q2 2026, an estimated $21.9K.
iShares US Utilities ETF made up 0.09% of Nova Wealth Management's portfolio in Q2 2026, its #148 holding.
Nova Wealth Management first reported a position in iShares US Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's iShares US Utilities ETF position peaked at $289K in Q4 2024.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.