&Partners’s iShares US Utilities ETF IDU Stock Holding History

&Partners’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	$213K	Buy	1,858 +25	+1%	+$2.86K	﹤0.01%	2347
2026 Q1	$213K	Buy	+1,833	New	+$208K	﹤0.01%	2214

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

&Partners's IDU Position: Q2 2026 in Review

&Partners increased its iShares US Utilities ETF (IDU) stake by 1.4% in Q2 2026, buying an estimated $2.86K and bringing the position to 1,858 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

&Partners first reported a position in IDU in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

&Partners held 1,858 shares of iShares US Utilities ETF worth $213K as of Q2 2026.
&Partners bought 25 iShares US Utilities ETF shares in Q2 2026, an estimated $2.86K.
iShares US Utilities ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2347 holding.
&Partners first reported a position in iShares US Utilities ETF in Q1 2026 and has held it in 2 quarters since.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.