OneDigital Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

OneDigital Investment 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	$201K	Hold	1,753	–	–	﹤0.01%	1514
2026 Q1	$204K	Buy	+1,753	New	+$199K	﹤0.01%	1395
2025 Q2	–	Sell	-2,042	Closed	-$207K	–	1481
2025 Q1	$207K	Sell	2,042 -1,225	-37%	-$122K	﹤0.01%	1311
2024 Q4	$314K	Sell	3,267 -3,012	-48%	-$303K	﹤0.01%	1111
2024 Q3	$641K	Buy	+6,279	New	+$595K	0.01%	835

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

OneDigital Investment Advisors's IDU Position: Q2 2026 in Review

OneDigital Investment Advisors held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 1,753 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

OneDigital Investment Advisors first reported a position in IDU in Q3 2024 and has held it in 5 quarters since. The position peaked at $641K in Q3 2024. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

OneDigital Investment Advisors held 1,753 shares of iShares US Utilities ETF worth $201K as of Q2 2026.
OneDigital Investment Advisors left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1514 holding.
OneDigital Investment Advisors first reported a position in iShares US Utilities ETF in Q3 2024 and has held it in 5 quarters since.
OneDigital Investment Advisors's iShares US Utilities ETF position peaked at $641K in Q3 2024.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.