Royal Fund Management’s iShares US Utilities ETF IDU Stock Holding History

Royal Fund Management’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	$269K	Sell	2,345 -264	-10%	-$30.2K	0.02%	260
2026 Q1	$303K	Sell	2,609 -319	-11%	-$36.3K	0.03%	243
2025 Q4	$317K	Buy	+2,928	New	+$327K	0.03%	238
2025 Q3	–	Sell	-2,990	Closed	-$313K	–	320
2025 Q2	$313K	Buy	2,990 +13	+0.4%	+$1.33K	0.03%	254
2025 Q1	$302K	Sell	2,977 -42	-1%	-$4.19K	0.03%	259
2024 Q4	$291K	Sell	3,019 -5,996	-67%	-$604K	0.03%	235
2024 Q3	$921K	Sell	9,015 -12,590	-58%	-$1.19M	0.05%	221
2024 Q2	$1.92M	Buy	21,605 +490	+2%	+$43.1K	0.16%	132
2024 Q1	$1.79M	Buy	21,115 +2,312	+12%	+$184K	0.18%	153
2023 Q4	$1.51M	Buy	18,803 +2,915	+18%	+$223K	0.17%	149
2023 Q3	$1.17M	Buy	15,888 +435	+3%	+$34.9K	0.16%	154
2023 Q2	$1.26M	Buy	15,453 +2,950	+24%	+$246K	0.16%	138
2023 Q1	$1.05M	Buy	12,503 +2,257	+22%	+$188K	0.15%	149
2022 Q4	$887K	Buy	10,246 +7,313	+249%	+$614K	0.14%	129
2022 Q3	$237K	Buy	+2,933	New	+$264K	0.04%	199
2020 Q2	–	Sell	-3,274	Closed	-$226K	–	330
2020 Q1	$226K	Buy	+3,274	New	+$261K	0.09%	128
2017 Q4	–	Sell	-760	Closed	-$50K	–	660
2017 Q3	$50K	Buy	+760	New	+$51.1K	0.02%	176

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

Royal Fund Management's IDU Position: Q2 2026 in Review

Royal Fund Management reduced its iShares US Utilities ETF (IDU) stake by 10% in Q2 2026, selling an estimated $30.2K and leaving 2,345 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #260.

Royal Fund Management first reported a position in IDU in Q3 2017 and has held it in 17 quarters since. The position peaked at $1.92M in Q2 2024. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Royal Fund Management held 2,345 shares of iShares US Utilities ETF worth $269K as of Q2 2026.
Royal Fund Management sold 264 iShares US Utilities ETF shares in Q2 2026, an estimated $30.2K.
iShares US Utilities ETF made up 0.02% of Royal Fund Management's portfolio in Q2 2026, its #260 holding.
Royal Fund Management first reported a position in iShares US Utilities ETF in Q3 2017 and has held it in 17 quarters since.
Royal Fund Management's iShares US Utilities ETF position peaked at $1.92M in Q2 2024.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.