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

Summit 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	$381K	Buy	3,325 +1	+0%	+$114	﹤0.01%	1207
2026 Q1	$386K	Sell	3,324 -60	-2%	-$6.82K	﹤0.01%	1078
2025 Q4	$367K	Hold	3,384	–	–	0.01%	1003
2025 Q3	$375K	Buy	3,384 +284	+9%	+$30.6K	0.01%	982
2025 Q2	$324K	Buy	3,100 +196	+7%	+$20.1K	0.01%	662
2025 Q1	$295K	Buy	2,904 +1	+0%	+$100	0.01%	616
2024 Q4	$279K	Sell	2,903 -331	-10%	-$33.4K	0.01%	555
2024 Q3	$330K	Sell	3,234 -70	-2%	-$6.63K	0.01%	444
2024 Q2	$290K	Buy	3,304 +873	+36%	+$76.7K	0.01%	421
2024 Q1	$205K	Buy	+2,431	New	+$194K	0.01%	369

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

Summit Financial's IDU Position: Q2 2026 in Review

Summit Financial increased its iShares US Utilities ETF (IDU) stake by 0.03% in Q2 2026, buying an estimated $114 and bringing the position to 3,325 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Summit Financial first reported a position in IDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $386K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Summit Financial held 3,325 shares of iShares US Utilities ETF worth $381K as of Q2 2026.
Summit Financial bought 1 iShares US Utilities ETF share in Q2 2026, an estimated $114.
iShares US Utilities ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1207 holding.
Summit Financial first reported a position in iShares US Utilities ETF in Q1 2024 and has held it in 10 quarters since.
Summit Financial's iShares US Utilities ETF position peaked at $386K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

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