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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

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 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. 36 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.
  • 36 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.