Stifel Financial
IDU icon

Stifel Financial’s iShares US Utilities ETF IDU Stock Holding History

Stifel Financial’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 		$2.64M Buy
23,025
+1,050
+5% +$120K ﹤0.01% 1875
2026
Q1 		$2.55M Buy
21,975
+3,537
+19% +$402K ﹤0.01% 1785
2025
Q4 		$2M Buy
18,438
+1,503
+9% +$168K ﹤0.01% 1930
2025
Q3 		$1.88M Buy
16,935
+385
+2% +$41.5K ﹤0.01% 1962
2025
Q2 		$1.73M Buy
16,550
+3,324
+25% +$340K ﹤0.01% 1950
2025
Q1 		$1.34M Buy
13,226
+796
+6% +$79.5K ﹤0.01% 2038
2024
Q4 		$1.2M Buy
12,430
+3,337
+37% +$336K ﹤0.01% 2140
2024
Q3 		$928K Buy
9,093
+2,103
+30% +$199K ﹤0.01% 2281
2024
Q2 		$614K Buy
6,990
+3,085
+79% +$271K ﹤0.01% 2493
2024
Q1 		$330K Sell
3,905
-473
-11% -$37.7K ﹤0.01% 2860
2023
Q4 		$350K Sell
4,378
-13,830
-76% -$1.06M ﹤0.01% 2756
2023
Q3 		$1.34M Sell
18,208
-861
-5% -$69.1K ﹤0.01% 1847
2023
Q2 		$1.56M Sell
19,069
-113
-0.6% -$9.41K ﹤0.01% 1793
2023
Q1 		$1.61M Sell
19,182
-6,886
-26% -$575K ﹤0.01% 1726
2022
Q4 		$2.26M Buy
26,068
+570
+2% +$47.8K ﹤0.01% 1435
2022
Q3 		$2.07M Buy
25,498
+17
+0.1% +$1.53K ﹤0.01% 1444
2022
Q2 		$2.18M Sell
25,481
-627
-2% -$55.4K ﹤0.01% 1442
2022
Q1 		$2.38M Buy
26,108
+990
+4% +$84.2K ﹤0.01% 1497
2021
Q4 		$2.22M Buy
25,118
+12,434
+98% +$1.04M ﹤0.01% 1536
2021
Q3 		$1M Buy
12,684
+922
+8% +$76.1K ﹤0.01% 2106
2021
Q2 		$923K Buy
11,762
+8,684
+282% +$704K ﹤0.01% 2164
2021
Q1 		$245K Buy
+3,078
New +$237K ﹤0.01% 2904
2020
Q4 		– Sell
-10,550
Closed -$770K – 3070
2020
Q3 		$770K Sell
10,550
-3,602
-25% -$264K ﹤0.01% 1811
2020
Q2 		$992K Sell
14,152
-39,214
-73% -$2.81M ﹤0.01% 1566
2020
Q1 		$3.67M Buy
53,366
+5,196
+11% +$415K 0.01% 777
2019
Q4 		$3.88M Buy
48,170
+32,292
+203% +$2.57M 0.01% 988
2019
Q3 		$1.26M Sell
15,878
-824
-5% -$64.1K ﹤0.01% 1605
2019
Q2 		$1.25M Sell
16,702
-4,502
-21% -$334K ﹤0.01% 1664
2019
Q1 		$1.55M Buy
21,204
+1,280
+6% +$90.3K ﹤0.01% 1389
2018
Q4 		$1.33M Sell
19,924
-3,036
-13% -$209K ﹤0.01% 1370
2018
Q3 		$1.54M Buy
22,960
+1,734
+8% +$117K ﹤0.01% 1415
2018
Q2 		$1.41M Sell
21,226
-7,022
-25% -$448K ﹤0.01% 1412
2018
Q1 		$1.81M Buy
28,248
+3,974
+16% +$250K 0.01% 1224
2017
Q4 		$1.62M Sell
24,274
-26,916
-53% -$1.85M 0.01% 1257
2017
Q3 		$3.41M Sell
51,190
-28,510
-36% -$1.92M 0.01% 885
2017
Q2 		$5.18M Buy
79,700
+18,258
+30% +$1.2M 0.02% 698
2017
Q1 		$3.94M Buy
+61,442
New +$3.85M 0.02% 804
2016
Q4 		– Sell
-17,794
Closed -$1.09M – 2510
2016
Q3 		$1.09M Buy
17,794
+3,780
+27% +$240K ﹤0.01% 1271
2016
Q2 		$921K Sell
14,014
-8,536
-38% -$526K ﹤0.01% 1386
2016
Q1 		$1.39M Buy
+22,550
New +$1.3M 0.01% 1085
2014
Q4 		– Sell
-19,926
Closed -$1.05M – 2384
2014
Q3 		$1.05M Sell
19,926
-84
-0.4% -$4.47K 0.01% 1100
2014
Q2 		$1.11M Sell
20,010
-144
-0.7% -$7.69K 0.01% 1061
2014
Q1 		$1.05M Buy
+20,154
New +$1,000K 0.01% 1045

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

Stifel Financial's IDU Position: Q2 2026 in Review

Stifel Financial increased its iShares US Utilities ETF (IDU) stake by 4.8% in Q2 2026, buying an estimated $120K and bringing the position to 23,025 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Stifel Financial first reported a position in IDU in Q1 2014 and has held it in 43 quarters since. The position peaked at $5.18M in Q2 2017. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Stifel Financial held 23,025 shares of iShares US Utilities ETF worth $2.64M as of Q2 2026.
  • Stifel Financial bought 1,050 iShares US Utilities ETF shares in Q2 2026, an estimated $120K.
  • iShares US Utilities ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1875 holding.
  • Stifel Financial first reported a position in iShares US Utilities ETF in Q1 2014 and has held it in 43 quarters since.
  • Stifel Financial's iShares US Utilities ETF position peaked at $5.18M in Q2 2017.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.