RP
IDU icon

Rice Partnership’s iShares US Utilities ETF IDU Stock Holding History

Rice Partnership’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 		$41K Hold
358
– – 0.01% 153
2026
Q1 		$41.6K Hold
358
– – 0.01% 152
2025
Q4 		$38.8K Hold
358
– – 0.01% 149
2025
Q3 		$39.7K Buy
+358
New +$38.6K 0.01% 151
2023
Q2 		– Sell
-30
Closed -$2.51K – 144
2023
Q1 		$2.51K Buy
+30
New +$2.5K ﹤0.01% 122

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rice Partnership's IDU Position: Q2 2026 in Review

Rice Partnership held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 358 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #153.

Rice Partnership first reported a position in IDU in Q1 2023 and has held it in 5 quarters since. The position peaked at $41.6K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Rice Partnership held 358 shares of iShares US Utilities ETF worth $41K as of Q2 2026.
  • Rice Partnership left its iShares US Utilities ETF share count unchanged in Q2 2026.
  • iShares US Utilities ETF made up 0.01% of Rice Partnership's portfolio in Q2 2026, its #153 holding.
  • Rice Partnership first reported a position in iShares US Utilities ETF in Q1 2023 and has held it in 5 quarters since.
  • Rice Partnership's iShares US Utilities ETF position peaked at $41.6K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.