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Signature Estate & Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

Signature Estate & Investment 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 		$221K Buy
1,932
+6
+0.3% +$687 ﹤0.01% 622
2026
Q1 		$224K Buy
1,926
+8
+0.4% +$910 ﹤0.01% 605
2025
Q4 		$208K Buy
1,918
+6
+0.3% +$671 ﹤0.01% 581
2025
Q3 		$212K Buy
+1,912
New +$206K ﹤0.01% 564

Other funds holding IDU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $198M AUM 14.28% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Signature Estate & Investment Advisors's IDU Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares US Utilities ETF (IDU) stake by 0.31% in Q2 2026, buying an estimated $687 and bringing the position to 1,932 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Signature Estate & Investment Advisors first reported a position in IDU in Q3 2025 and has held it in 4 quarters since. The position peaked at $224K in Q1 2026. 167 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Signature Estate & Investment Advisors held 1,932 shares of iShares US Utilities ETF worth $221K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 6 iShares US Utilities ETF shares in Q2 2026, an estimated $687.
  • iShares US Utilities ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #622 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares US Utilities ETF in Q3 2025 and has held it in 4 quarters since.
  • Signature Estate & Investment Advisors's iShares US Utilities ETF position peaked at $224K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.