Sanctuary Advisors’s iShares US Utilities ETF IDU Stock Holding History

Sanctuary Advisors’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	$4.1M	Sell	35,806 -497	-1%	-$56.9K	0.02%	664
2026 Q1	$4.22M	Buy	36,303 +18,185	+100%	+$2.07M	0.02%	614
2025 Q4	$1.96M	Buy	18,118 +3,890	+27%	+$435K	0.01%	946
2025 Q3	$1.58M	Buy	14,228 +1,484	+12%	+$160K	0.01%	1029
2025 Q2	$1.33M	Buy	12,744 +3,763	+42%	+$385K	0.01%	1053
2025 Q1	$911K	Buy	8,981 +1,806	+25%	+$180K	0.01%	1174
2024 Q4	$719K	Sell	7,175 -333	-4%	-$33.6K	﹤0.01%	1456
2024 Q3	$778K	Buy	+7,508	New	+$711K	﹤0.01%	1405

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

Sanctuary Advisors's IDU Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares US Utilities ETF (IDU) stake by 1.4% in Q2 2026, selling an estimated $56.9K and leaving 35,806 shares worth $4.1M. The position accounts for 0.02% of the portfolio, ranked #664.

Sanctuary Advisors first reported a position in IDU in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.22M in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Sanctuary Advisors held 35,806 shares of iShares US Utilities ETF worth $4.1M as of Q2 2026.
Sanctuary Advisors sold 497 iShares US Utilities ETF shares in Q2 2026, an estimated $56.9K.
iShares US Utilities ETF made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #664 holding.
Sanctuary Advisors first reported a position in iShares US Utilities ETF in Q3 2024 and has held it in 8 quarters since.
Sanctuary Advisors's iShares US Utilities ETF position peaked at $4.22M in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.