Strategic Investment Solutions’s iShares US Utilities ETF IDU Stock Holding History

Strategic Investment Solutions’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	$86.2K	Hold	752	–	–	0.02%	221
2026 Q1	$87.3K	Hold	752	–	–	0.02%	212
2025 Q4	$81.5K	Hold	752	–	–	0.02%	202
2025 Q3	$83.4K	Hold	752	–	–	0.02%	181
2025 Q2	$78.6K	Hold	752	–	–	0.02%	178
2025 Q1	$76.3K	Hold	752	–	–	0.02%	166
2024 Q4	$72.3K	Hold	752	–	–	0.02%	164
2024 Q3	$76.7K	Buy	752 +52	+7%	+$4.92K	0.02%	164
2024 Q2	$55.3K	Buy	+700	New	+$61.5K	0.02%	177
2023 Q4	$60.1K	Sell	752 -46,624	-98%	-$3.57M	0.01%	417
2023 Q3	$3.8M	Buy	47,376 +46,624	+6,200%	+$3.74M	0.05%	172
2023 Q2	$60.2K	Hold	752	–	–	0.01%	281
2023 Q1	$63K	Buy	+752	New	+$62.8K	0.01%	329

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

Strategic Investment Solutions's IDU Position: Q2 2026 in Review

Strategic Investment Solutions held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 752 shares worth $86.2K. The position accounts for 0.02% of the portfolio, ranked #221.

Strategic Investment Solutions first reported a position in IDU in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.8M in Q3 2023. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Strategic Investment Solutions held 752 shares of iShares US Utilities ETF worth $86.2K as of Q2 2026.
Strategic Investment Solutions left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #221 holding.
Strategic Investment Solutions first reported a position in iShares US Utilities ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's iShares US Utilities ETF position peaked at $3.8M in Q3 2023.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.