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

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

Sharkey, Howes & Javer's IDU Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares US Utilities ETF (IDU) stake by 0.12% in Q2 2026, buying an estimated $916 and bringing the position to 6,857 shares worth $786K. The position accounts for 0.09% of the portfolio, ranked #91.

Sharkey, Howes & Javer first reported a position in IDU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q1 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Sharkey, Howes & Javer held 6,857 shares of iShares US Utilities ETF worth $786K as of Q2 2026.
Sharkey, Howes & Javer bought 8 iShares US Utilities ETF shares in Q2 2026, an estimated $916.
iShares US Utilities ETF made up 0.09% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #91 holding.
Sharkey, Howes & Javer first reported a position in iShares US Utilities ETF in Q3 2024 and has held it in 8 quarters since.
Sharkey, Howes & Javer's iShares US Utilities ETF position peaked at $1.57M in Q1 2025.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.