Sharkey, Howes & Javer’s iShares US Utilities ETF IDU Stock Holding History

Sharkey, Howes & Javer’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	$786K	Buy	6,857 +8	+0.1%	+$916	0.09%	91
2026 Q1	$795K	Sell	6,849 -1,481	-18%	-$168K	0.11%	91
2025 Q4	$903K	Sell	8,330 -3,314	-28%	-$370K	0.11%	83
2025 Q3	$1.29M	Sell	11,644 -536	-4%	-$57.8K	0.17%	74
2025 Q2	$1.27M	Sell	12,180 -3,304	-21%	-$338K	0.17%	83
2025 Q1	$1.57M	Buy	15,484 +157	+1%	+$15.7K	0.22%	72
2024 Q4	$1.47M	Buy	15,327 +2,116	+16%	+$213K	0.21%	72
2024 Q3	$1.35M	Buy	+13,211	New	+$1.25M	0.19%	74

Other funds holding IDU

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return