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Prospera Financial Services’s iShares US Utilities ETF IDU Stock Holding History

Prospera Financial Services’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 		$3.97M Buy
34,638
+316
+0.9% +$36.2K 0.06% 334
2026
Q1 		$3.99M Sell
34,322
-2,940
-8% -$334K 0.06% 313
2025
Q4 		$4.04M Sell
37,262
-25,844
-41% -$2.89M 0.07% 292
2025
Q3 		$7M Sell
63,106
-3,256
-5% -$351K 0.12% 187
2025
Q2 		$6.94M Buy
66,362
+44,563
+204% +$4.56M 0.13% 176
2025
Q1 		$2.21M Sell
21,799
-225
-1% -$22.5K 0.05% 373
2024
Q4 		$2.12M Buy
22,024
+30
+0.1% +$3.02K 0.05% 356
2024
Q3 		$2.24M Sell
21,994
-338
-2% -$32K 0.06% 314
2024
Q2 		$1.96M Sell
22,332
-2
-0% -$176 0.05% 340
2024
Q1 		$1.89M Sell
22,334
-371
-2% -$29.6K 0.06% 338
2023
Q4 		$1.81M Buy
22,705
+16,611
+273% +$1.27M 0.06% 328
2023
Q3 		$448K Buy
6,094
+31
+0.5% +$2.49K 0.02% 653
2023
Q2 		$496K Sell
6,063
-4,312
-42% -$359K 0.02% 617
2023
Q1 		$869K Buy
10,375
+492
+5% +$41.1K 0.04% 465
2022
Q4 		$855K Sell
9,883
-3,311
-25% -$278K 0.04% 396
2022
Q3 		$1.07M Buy
13,194
+4,021
+44% +$362K 0.06% 353
2022
Q2 		$785K Buy
9,173
+5,288
+136% +$467K 0.04% 422
2022
Q1 		$354K Buy
3,885
+2
+0.1% +$170 0.01% 698
2021
Q4 		$344K Buy
3,883
+1,209
+45% +$101K 0.01% 668
2021
Q3 		$211K Buy
2,674
+2
+0.1% +$165 0.01% 755
2021
Q2 		$210K Sell
2,672
-1,620
-38% -$131K 0.01% 754
2021
Q1 		$343K Buy
+4,292
New +$330K 0.02% 581
2020
Q4 		– Sell
-512
Closed -$37K – 1081
2020
Q3 		$37K Buy
+512
New +$37.6K 0.01% 715
2020
Q2 		– Sell
-38,134
Closed -$2.63M – 587
2020
Q1 		$2.63M Sell
38,134
-14,152
-27% -$1.13M 0.28% 79
2019
Q4 		$4.24M Buy
52,286
+1,508
+3% +$120K 0.33% 56
2019
Q3 		$4.13M Buy
50,778
+1,140
+2% +$88.7K 0.42% 35
2019
Q2 		$3.75M Buy
+49,638
New +$3.69M 0.42% 38
2019
Q1 		– Sell
-36,756
Closed -$2.47M – 376
2018
Q4 		$2.47M Buy
+36,756
New +$2.53M 0.5% 34
2016
Q2 		– Sell
-11,282
Closed -$698K – 366
2016
Q1 		$698K Buy
+11,282
New +$649K 0.16% 109
2015
Q1 		– Sell
-352,612
Closed -$20.9M – 339
2014
Q4 		$20.9M Buy
+352,612
New +$20M 5.2% 6
2014
Q3 		– Sell
-270,280
Closed -$15.1M – 284
2014
Q2 		$15.1M Buy
+270,280
New +$14.4M 4.07% 6
2013
Q4 		– Sell
-201,382
Closed -$9.5M – 277
2013
Q3 		$9.5M Buy
+201,382
New +$9.63M 3.6% 8

Other funds holding IDU

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Prospera Financial Services's IDU Position: Q2 2026 in Review

Prospera Financial Services increased its iShares US Utilities ETF (IDU) stake by 0.92% in Q2 2026, buying an estimated $36.2K and bringing the position to 34,638 shares worth $3.97M. The position accounts for 0.06% of the portfolio, ranked #334.

Prospera Financial Services first reported a position in IDU in Q3 2013 and has held it in 32 quarters since. The position peaked at $20.9M in Q4 2014. 36 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Prospera Financial Services held 34,638 shares of iShares US Utilities ETF worth $3.97M as of Q2 2026.
  • Prospera Financial Services bought 316 iShares US Utilities ETF shares in Q2 2026, an estimated $36.2K.
  • iShares US Utilities ETF made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #334 holding.
  • Prospera Financial Services first reported a position in iShares US Utilities ETF in Q3 2013 and has held it in 32 quarters since.
  • Prospera Financial Services's iShares US Utilities ETF position peaked at $20.9M in Q4 2014.
  • 36 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.