Principal Securities’s iShares US Utilities ETF IDU Stock Holding History

Principal Securities’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	$232K	Buy	+2,021	New	+$231K	﹤0.01%	1453
2025 Q4	–	Sell	-1,358	Closed	-$151K	–	2373
2025 Q3	$151K	Sell	1,358 -150	-10%	-$16.2K	﹤0.01%	1416
2025 Q2	$158K	Buy	1,508 +81	+6%	+$8.29K	﹤0.01%	1335
2025 Q1	$137K	Buy	1,427 +20	+1%	+$2K	﹤0.01%	1289
2024 Q4	$135K	Sell	1,407 -37	-3%	-$3.73K	﹤0.01%	1293
2024 Q3	$147K	Sell	1,444 -1,118	-44%	-$106K	﹤0.01%	1228
2024 Q2	$225K	Buy	2,562 +840	+49%	+$73.8K	0.01%	996
2024 Q1	$146K	Sell	1,722 -87	-5%	-$6.93K	﹤0.01%	1139
2023 Q4	$145K	Buy	+1,809	New	+$139K	0.01%	1041

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

Principal Securities's IDU Position: Q2 2026 in Review

Principal Securities opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 2,021 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings. This is a return to the name: Principal Securities previously reported a position in IDU as recently as Q3 2025.

Principal Securities first reported a position in IDU in Q4 2023 and has held it in 9 quarters since. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Principal Securities held 2,021 shares of iShares US Utilities ETF worth $232K as of Q2 2026.
iShares US Utilities ETF was a new Principal Securities position in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1453 holding.
Principal Securities first reported a position in iShares US Utilities ETF in Q4 2023 and has held it in 9 quarters since.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.