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Synergy Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Synergy Asset Management’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 		– Sell
-2,971
Closed -$345K – 299
2026
Q1 		$345K Buy
2,971
+1,112
+60% +$126K 0.04% 193
2025
Q4 		$201K Buy
+1,859
New +$208K 0.02% 222

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

Synergy Asset Management's IDU Position: Q2 2026 in Review

Synergy Asset Management sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 2,971 shares — an estimated $345K sold.

Synergy Asset Management first reported a position in IDU in Q4 2025 and held it in 2 quarters. The position peaked at $345K in Q1 2026. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Synergy Asset Management reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Asset Management sold 2,971 iShares US Utilities ETF shares in Q2 2026, an estimated $345K.
  • Synergy Asset Management first reported a position in iShares US Utilities ETF in Q4 2025 and held it in 2 quarters.
  • Synergy Asset Management's iShares US Utilities ETF position peaked at $345K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.