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Sequoia Financial Advisors’s iShares US Utilities ETF IDU Stock Holding History

Sequoia Financial 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 		– Sell
-1,803
Closed -$209K – 2213
2026
Q1 		$209K Buy
+1,803
New +$205K ﹤0.01% 1768

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

Sequoia Financial Advisors's IDU Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 1,803 shares — an estimated $209K sold.

Sequoia Financial Advisors first reported a position in IDU in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,803 iShares US Utilities ETF shares in Q2 2026, an estimated $209K.
  • Sequoia Financial Advisors first reported a position in iShares US Utilities ETF in Q1 2026 and held it in 1 quarter.
  • Sequoia Financial Advisors's iShares US Utilities ETF position peaked at $209K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.