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Root Financial Partners’s iShares US Utilities ETF IDU Stock Holding History

Root Financial Partners’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 		– Sell
-6
Closed -$697 – 1716
2026
Q1 		$697 Hold
6
– – ﹤0.01% 2746
2025
Q4 		$650 Sell
6
-9
-60% -$1.01K ﹤0.01% 2175
2025
Q3 		$1.66K Buy
+15
New +$1.62K ﹤0.01% 1984

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

Root Financial Partners's IDU Position: Q2 2026 in Review

Root Financial Partners sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 6 shares — an estimated $697 sold.

Root Financial Partners first reported a position in IDU in Q3 2025 and held it in 3 quarters. The position peaked at $1.66K in Q3 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Root Financial Partners reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 6 iShares US Utilities ETF shares in Q2 2026, an estimated $697.
  • Root Financial Partners first reported a position in iShares US Utilities ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares US Utilities ETF position peaked at $1.66K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.