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S&A Financial Services’s iShares US Utilities ETF IDU Stock Holding History

S&A Financial Services’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 		$522K Sell
4,553
-272
-6% -$31.1K 0.32% 53
2026
Q1 		$560K Buy
+4,825
New +$549K 0.38% 52

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

S&A Financial Services's IDU Position: Q2 2026 in Review

S&A Financial Services reduced its iShares US Utilities ETF (IDU) stake by 5.6% in Q2 2026, selling an estimated $31.1K and leaving 4,553 shares worth $522K. The position accounts for 0.32% of the portfolio, ranked #53.

S&A Financial Services first reported a position in IDU in Q1 2026 and has held it in 2 quarters since. The position peaked at $560K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • S&A Financial Services held 4,553 shares of iShares US Utilities ETF worth $522K as of Q2 2026.
  • S&A Financial Services sold 272 iShares US Utilities ETF shares in Q2 2026, an estimated $31.1K.
  • iShares US Utilities ETF made up 0.32% of S&A Financial Services's portfolio in Q2 2026, its #53 holding.
  • S&A Financial Services first reported a position in iShares US Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • S&A Financial Services's iShares US Utilities ETF position peaked at $560K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.