SouthState Corp’s iShares US Utilities ETF IDU Stock Holding History

SouthState Corp’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	$17.2K	Hold	150	–	–	﹤0.01%	623
2026 Q1	$17.4K	Hold	150	–	–	﹤0.01%	581
2025 Q4	$16.3K	Hold	150	–	–	﹤0.01%	604
2025 Q3	$16.6K	Hold	150	–	–	﹤0.01%	593
2025 Q2	$15.7K	Hold	150	–	–	﹤0.01%	699
2025 Q1	$15.2K	Hold	150	–	–	﹤0.01%	747
2024 Q4	$14.4K	Hold	150	–	–	﹤0.01%	455
2024 Q3	$15.3K	Hold	150	–	–	﹤0.01%	454
2024 Q2	$13.2K	Hold	150	–	–	﹤0.01%	472
2024 Q1	$12.7K	Hold	150	–	–	﹤0.01%	483
2023 Q4	$12K	Hold	150	–	–	﹤0.01%	458
2023 Q3	$11K	Hold	150	–	–	﹤0.01%	453
2023 Q2	$12.3K	Hold	150	–	–	﹤0.01%	455
2023 Q1	$12.6K	Hold	150	–	–	﹤0.01%	488
2022 Q4	$13K	Hold	150	–	–	﹤0.01%	529
2022 Q3	$12K	Hold	150	–	–	﹤0.01%	520
2022 Q2	$13K	Hold	150	–	–	﹤0.01%	556
2022 Q1	$14K	Hold	150	–	–	﹤0.01%	576
2021 Q4	$13K	Hold	150	–	–	﹤0.01%	537
2021 Q3	$12K	Hold	150	–	–	﹤0.01%	469
2021 Q2	$12K	Hold	150	–	–	﹤0.01%	327
2021 Q1	$12K	Hold	150	–	–	﹤0.01%	318
2020 Q4	$12K	Hold	150	–	–	﹤0.01%	309
2020 Q3	$11K	Buy	+150	New	+$11K	﹤0.01%	313

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

SouthState Corp's IDU Position: Q2 2026 in Review

SouthState Corp held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 150 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

SouthState Corp first reported a position in IDU in Q3 2020 and has held it in 24 quarters since. The position peaked at $17.4K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

SouthState Corp held 150 shares of iShares US Utilities ETF worth $17.2K as of Q2 2026.
SouthState Corp left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #623 holding.
SouthState Corp first reported a position in iShares US Utilities ETF in Q3 2020 and has held it in 24 quarters since.
SouthState Corp's iShares US Utilities ETF position peaked at $17.4K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.