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Sun Group Wealth Partners’s iShares US Utilities ETF IDU Stock Holding History

Sun Group Wealth Partners’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 		$223K Hold
1,944
– – 0.15% 78
2026
Q1 		$226K Buy
1,944
+44
+2% +$5K 0.18% 68
2025
Q4 		$206K Buy
+1,900
New +$212K 0.17% 60

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

Sun Group Wealth Partners's IDU Position: Q2 2026 in Review

Sun Group Wealth Partners held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 1,944 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #78.

Sun Group Wealth Partners first reported a position in IDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $226K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Sun Group Wealth Partners held 1,944 shares of iShares US Utilities ETF worth $223K as of Q2 2026.
  • Sun Group Wealth Partners left its iShares US Utilities ETF share count unchanged in Q2 2026.
  • iShares US Utilities ETF made up 0.15% of Sun Group Wealth Partners's portfolio in Q2 2026, its #78 holding.
  • Sun Group Wealth Partners first reported a position in iShares US Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's iShares US Utilities ETF position peaked at $226K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.