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SHP Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

SHP Wealth 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 		$80.2K Hold
700
– – 0.01% 446
2026
Q1 		$81.3K Hold
700
– – 0.01% 419
2025
Q4 		$75.9K Buy
+700
New +$78.2K 0.01% 398

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

SHP Wealth Management's IDU Position: Q2 2026 in Review

SHP Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 700 shares worth $80.2K. The position accounts for 0.01% of the portfolio, ranked #446.

SHP Wealth Management first reported a position in IDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $81.3K in Q1 2026. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • SHP Wealth Management held 700 shares of iShares US Utilities ETF worth $80.2K as of Q2 2026.
  • SHP Wealth Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
  • iShares US Utilities ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #446 holding.
  • SHP Wealth Management first reported a position in iShares US Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's iShares US Utilities ETF position peaked at $81.3K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.