Rede Wealth’s iShares US Utilities ETF IDU Stock Holding History

Rede Wealth’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	$238K	Hold	2,074	–	–	0.08%	111
2026 Q1	$241K	Hold	2,074	–	–	0.09%	99
2025 Q4	$225K	Buy	+2,074	New	+$232K	0.08%	104
2025 Q3	–	Sell	-2,074	Closed	-$217K	–	140
2025 Q2	$217K	Hold	2,074	–	–	0.08%	103
2025 Q1	$210K	Buy	+2,074	New	+$207K	0.07%	103
2024 Q4	–	Sell	-2,074	Closed	-$212K	–	105
2024 Q3	$212K	Buy	+2,074	New	+$196K	0.08%	101

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

Rede Wealth's IDU Position: Q2 2026 in Review

Rede Wealth held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 2,074 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #111.

Rede Wealth first reported a position in IDU in Q3 2024 and has held it in 6 quarters since. The position peaked at $241K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Rede Wealth held 2,074 shares of iShares US Utilities ETF worth $238K as of Q2 2026.
Rede Wealth left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.08% of Rede Wealth's portfolio in Q2 2026, its #111 holding.
Rede Wealth first reported a position in iShares US Utilities ETF in Q3 2024 and has held it in 6 quarters since.
Rede Wealth's iShares US Utilities ETF position peaked at $241K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.