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Steward Partners Investment Advisory’s iShares US Utilities ETF IDU Stock Holding History

Steward Partners Investment Advisory’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 		$19.9M Sell
173,885
-250,828
-59% -$28.7M 0.1% 197
2026
Q1 		$49.3M Buy
424,713
+20,062
+5% +$2.28M 0.25% 69
2025
Q4 		$43.8M Buy
404,651
+23,361
+6% +$2.61M 0.24% 82
2025
Q3 		$42.3M Buy
381,290
+352,715
+1,234% +$38M 0.24% 79
2025
Q2 		$2.99M Buy
28,575
+13,464
+89% +$1.38M 0.02% 572
2025
Q1 		$1.53M Buy
15,111
+4,760
+46% +$475K 0.01% 756
2024
Q4 		$996K Buy
10,351
+6,229
+151% +$628K 0.01% 876
2024
Q3 		$421K Hold
4,122
– – ﹤0.01% 1181
2024
Q2 		$362K Hold
4,122
– – ﹤0.01% 1198
2024
Q1 		$348K Sell
4,122
-643
-13% -$51.2K ﹤0.01% 1199
2023
Q4 		$381K Sell
4,765
-615
-11% -$47.1K 0.01% 1118
2023
Q3 		$396K Sell
5,380
-1,452
-21% -$117K 0.01% 1012
2023
Q2 		$559K Sell
6,832
-19,526
-74% -$1.63M 0.01% 898
2023
Q1 		$2.21M Buy
26,358
+1,289
+5% +$108K 0.04% 447
2022
Q4 		$2.17M Buy
25,069
+254
+1% +$21.3K 0.04% 437
2022
Q3 		$2.01M Buy
24,815
+681
+3% +$61.3K 0.04% 427
2022
Q2 		$2.07M Sell
24,134
-545
-2% -$48.2K 0.04% 429
2022
Q1 		$2.25M Sell
24,679
-19,559
-44% -$1.66M 0.03% 444
2021
Q4 		$3.91M Buy
44,238
+104
+0.2% +$8.7K 0.06% 317
2021
Q3 		$3.48M Buy
44,134
+1,736
+4% +$143K 0.06% 323
2021
Q2 		$3.33M Buy
42,398
+3,433
+9% +$278K 0.06% 328
2021
Q1 		$3.1M Buy
38,965
+8,837
+29% +$680K 0.05% 332
2020
Q4 		$2.34M Sell
30,128
-146
-0.5% -$11.4K 0.05% 339
2020
Q3 		$2.21M Buy
30,274
+24,962
+470% +$1.83M 0.06% 300
2020
Q2 		$372K Sell
5,312
-2,744
-34% -$196K 0.01% 707
2020
Q1 		$556K Buy
8,056
+3,144
+64% +$251K 0.02% 539
2019
Q4 		$397K Buy
4,912
+2,392
+95% +$191K 0.01% 684
2019
Q3 		$205K Hold
2,520
– – 0.01% 842
2019
Q2 		$189K Buy
+2,520
New +$187K 0.01% 835
2018
Q4 		– Sell
-1,908
Closed -$128K – 1405
2018
Q3 		$128K Buy
1,908
+1,300
+214% +$87.7K 0.01% 852
2018
Q2 		$40K Hold
608
– – ﹤0.01% 1187
2018
Q1 		$38K Buy
608
+600
+7,500% +$37.8K ﹤0.01% 1100
2017
Q4 		$0 Hold
8
– – ﹤0.01% 1905
2017
Q3 		$0 Hold
8
– – ﹤0.01% 1713
2017
Q2 		$0 Hold
8
– – ﹤0.01% 1655
2017
Q1 		$0 Buy
+8
New +$501 ﹤0.01% 1531

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Steward Partners Investment Advisory's IDU Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares US Utilities ETF (IDU) stake by 59% in Q2 2026, selling an estimated $28.7M and leaving 173,885 shares worth $19.9M. The position accounts for 0.1% of the portfolio, ranked #197.

Steward Partners Investment Advisory first reported a position in IDU in Q1 2017 and has held it in 36 quarters since. The position peaked at $49.3M in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Steward Partners Investment Advisory held 173,885 shares of iShares US Utilities ETF worth $19.9M as of Q2 2026.
  • Steward Partners Investment Advisory sold 250,828 iShares US Utilities ETF shares in Q2 2026, an estimated $28.7M.
  • iShares US Utilities ETF made up 0.1% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #197 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Utilities ETF in Q1 2017 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's iShares US Utilities ETF position peaked at $49.3M in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.