Raymond James Financial’s iShares US Utilities ETF IDU Stock Holding History

Raymond James Financial’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	$14.6M	Sell	127,590 -15,163	-11%	-$1.74M	﹤0.01%	1811
2026 Q1	$16.6M	Sell	142,753 -80,287	-36%	-$9.13M	0.01%	1608
2025 Q4	$24.2M	Buy	223,040 +9,632	+5%	+$1.08M	0.01%	1308
2025 Q3	$23.7M	Buy	213,408 +8,273	+4%	+$892K	0.01%	1297
2025 Q2	$21.5M	Buy	205,135 +16,173	+9%	+$1.66M	0.01%	1330
2025 Q1	$19.2M	Buy	188,962 +388	+0.2%	+$38.7K	0.01%	1348
2024 Q4	$18.1M	Buy	+188,574	New	+$19M	0.01%	1402

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial's IDU Position: Q2 2026 in Review

Raymond James Financial reduced its iShares US Utilities ETF (IDU) stake by 11% in Q2 2026, selling an estimated $1.74M and leaving 127,590 shares worth $14.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Raymond James Financial first reported a position in IDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.2M in Q4 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Raymond James Financial held 127,590 shares of iShares US Utilities ETF worth $14.6M as of Q2 2026.
Raymond James Financial sold 15,163 iShares US Utilities ETF shares in Q2 2026, an estimated $1.74M.
iShares US Utilities ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1811 holding.
Raymond James Financial first reported a position in iShares US Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares US Utilities ETF position peaked at $24.2M in Q4 2025.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.