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Smith, Moore & Co’s iShares US Utilities ETF IDU Stock Holding History

Smith, Moore & Co’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 		$392K Sell
3,416
-390
-10% -$44.6K 0.03% 405
2026
Q1 		$442K Buy
3,806
+290
+8% +$33K 0.03% 356
2025
Q4 		$381K Buy
3,516
+646
+23% +$72.2K 0.03% 368
2025
Q3 		$318K Buy
+2,870
New +$309K 0.02% 392

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

Smith, Moore & Co's IDU Position: Q2 2026 in Review

Smith, Moore & Co reduced its iShares US Utilities ETF (IDU) stake by 10% in Q2 2026, selling an estimated $44.6K and leaving 3,416 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #405.

Smith, Moore & Co first reported a position in IDU in Q3 2025 and has held it in 4 quarters since. The position peaked at $442K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Smith, Moore & Co held 3,416 shares of iShares US Utilities ETF worth $392K as of Q2 2026.
  • Smith, Moore & Co sold 390 iShares US Utilities ETF shares in Q2 2026, an estimated $44.6K.
  • iShares US Utilities ETF made up 0.03% of Smith, Moore & Co's portfolio in Q2 2026, its #405 holding.
  • Smith, Moore & Co first reported a position in iShares US Utilities ETF in Q3 2025 and has held it in 4 quarters since.
  • Smith, Moore & Co's iShares US Utilities ETF position peaked at $442K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.