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Sound Income Strategies’s iShares US Utilities ETF IDU Stock Holding History

Sound Income Strategies’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 		– Sell
-438
Closed -$51K – 1363
2026
Q1 		$51K Buy
438
+2
+0.5% +$227 ﹤0.01% 806
2025
Q4 		$48K Buy
436
+2
+0.5% +$224 ﹤0.01% 808
2025
Q3 		$49.6K Buy
434
+202
+87% +$21.8K ﹤0.01% 553
2025
Q2 		$24.3K Buy
+232
New +$23.8K ﹤0.01% 707

Other funds holding IDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Sound Income Strategies's IDU Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 438 shares — an estimated $51K sold.

Sound Income Strategies first reported a position in IDU in Q2 2025 and held it in 4 quarters. The position peaked at $51K in Q1 2026. 237 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 438 iShares US Utilities ETF shares in Q2 2026, an estimated $51K.
  • Sound Income Strategies first reported a position in iShares US Utilities ETF in Q2 2025 and held it in 4 quarters.
  • Sound Income Strategies's iShares US Utilities ETF position peaked at $51K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.