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Saxony Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Saxony Capital 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 		$791K Buy
+6,898
New +$789K 0.36% 64
2025
Q1 		– Sell
-3,088
Closed -$297K – 129
2024
Q4 		$297K Buy
3,088
+212
+7% +$21.4K 0.26% 89
2024
Q3 		$293K Sell
2,876
-3,559
-55% -$337K 0.27% 92
2024
Q2 		$566K Buy
+6,435
New +$565K 0.62% 41

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

Saxony Capital Management's IDU Position: Q2 2026 in Review

Saxony Capital Management opened a new position in iShares US Utilities ETF (IDU) in Q2 2026: 6,898 shares worth $791K. The stake represents 0.36% of the portfolio and ranks #64 among its holdings. This is a return to the name: Saxony Capital Management previously reported a position in IDU as recently as Q4 2024.

Saxony Capital Management first reported a position in IDU in Q2 2024 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Saxony Capital Management held 6,898 shares of iShares US Utilities ETF worth $791K as of Q2 2026.
  • iShares US Utilities ETF was a new Saxony Capital Management position in Q2 2026.
  • iShares US Utilities ETF made up 0.36% of Saxony Capital Management's portfolio in Q2 2026, its #64 holding.
  • Saxony Capital Management first reported a position in iShares US Utilities ETF in Q2 2024 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.