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

Synergy Investment 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	$23.7K	Hold	206	–	–	0.01%	491
2026 Q1	$24K	Buy	+206	New	+$23.4K	0.01%	374
2025 Q2	–	Sell	-206	Closed	-$20.9K	–	300
2025 Q1	$20.9K	Sell	206 -1	-0.5%	-$100	0.01%	309
2024 Q4	$19.9K	Buy	+207	New	+$20.9K	0.01%	321

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

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

Synergy Investment Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 206 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #491.

Synergy Investment Management first reported a position in IDU in Q4 2024 and has held it in 4 quarters since. The position peaked at $24K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Synergy Investment Management held 206 shares of iShares US Utilities ETF worth $23.7K as of Q2 2026.
Synergy Investment Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #491 holding.
Synergy Investment Management first reported a position in iShares US Utilities ETF in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's iShares US Utilities ETF position peaked at $24K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.