SOA Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

SOA Wealth 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	$46.6K	Hold	407	–	–	0.01%	401
2026 Q1	$47.3K	Sell	407 -137	-25%	-$15.6K	0.01%	380
2025 Q4	$58.9K	Hold	544	–	–	0.01%	344
2025 Q3	$60.3K	Hold	544	–	–	0.01%	350
2025 Q2	$56.9K	Hold	544	–	–	0.01%	349
2025 Q1	$55.2K	Hold	544	–	–	0.01%	327
2024 Q4	$52.3K	Hold	544	–	–	0.01%	327
2024 Q3	$55.5K	Hold	544	–	–	0.01%	308
2024 Q2	$47.8K	Hold	544	–	–	0.01%	313
2024 Q1	$46K	Hold	544	–	–	0.01%	318
2023 Q4	$43.5K	Hold	544	–	–	0.01%	312
2023 Q3	$40K	Hold	544	–	–	0.01%	317
2023 Q2	$44.5K	Hold	544	–	–	0.01%	305
2023 Q1	$45.5K	Hold	544	–	–	0.01%	297
2022 Q4	$47.1K	Hold	544	–	–	0.01%	288
2022 Q3	$44K	Hold	544	–	–	0.01%	282
2022 Q2	$46K	Sell	544 -544	-50%	-$48.1K	0.01%	277
2022 Q1	$99K	Sell	1,088 -2	-0.2%	-$170	0.02%	227
2021 Q4	$95K	Hold	1,090	–	–	0.02%	224
2021 Q3	$86K	Buy	+1,090	New	+$90K	0.02%	239
2021 Q2	–	Sell	-1,090	Closed	-$86K	–	910
2021 Q1	$86K	Hold	1,090	–	–	0.02%	210
2020 Q4	$85K	Buy	+1,090	New	+$84.9K	0.02%	210

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

SOA Wealth Advisors's IDU Position: Q2 2026 in Review

SOA Wealth Advisors held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 407 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #401.

SOA Wealth Advisors first reported a position in IDU in Q4 2020 and has held it in 22 quarters since. The position peaked at $99K in Q1 2022. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

SOA Wealth Advisors held 407 shares of iShares US Utilities ETF worth $46.6K as of Q2 2026.
SOA Wealth Advisors left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #401 holding.
SOA Wealth Advisors first reported a position in iShares US Utilities ETF in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's iShares US Utilities ETF position peaked at $99K in Q1 2022.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.