Smartleaf Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Smartleaf Asset 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	$7.79K	Hold	67	–	–	﹤0.01%	2470
2026 Q1	$7.79K	Sell	67 -6,632	-99%	-$754K	﹤0.01%	2449
2025 Q4	$731K	Buy	+6,699	New	+$749K	0.03%	447
2024 Q3	–	Sell	-3,419	Closed	-$303K	–	2943
2024 Q2	$303K	Buy	3,419 +510	+18%	+$44.8K	0.05%	309
2024 Q1	$244K	Buy	+2,909	New	+$232K	0.05%	316

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

Smartleaf Asset Management's IDU Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 67 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Smartleaf Asset Management first reported a position in IDU in Q1 2024 and has held it in 5 quarters since. The position peaked at $731K in Q4 2025. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Smartleaf Asset Management held 67 shares of iShares US Utilities ETF worth $7.79K as of Q2 2026.
Smartleaf Asset Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2470 holding.
Smartleaf Asset Management first reported a position in iShares US Utilities ETF in Q1 2024 and has held it in 5 quarters since.
Smartleaf Asset Management's iShares US Utilities ETF position peaked at $731K in Q4 2025.
290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.