Root Financial Partners
IDU icon

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

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LBMC Investment Advisors
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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. 294 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.
  • 294 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.