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The Family Firm’s iShares US Utilities ETF IDU Stock Holding History

The Family Firm’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
2025
Q2 		$2.34M Buy
22,364
+116
+0.5% +$11.9K 0.56% 43
2025
Q1 		$2.26M Sell
22,248
-535
-2% -$53.4K 0.5% 44
2024
Q4 		$2.19M Sell
22,783
-174
-0.8% -$17.5K 0.49% 45
2024
Q3 		$2.34M Sell
22,957
-108
-0.5% -$10.2K 0.51% 44
2024
Q2 		$2.03M Sell
23,065
-782
-3% -$68.7K 0.45% 45
2024
Q1 		$2.02M Sell
23,847
-152
-0.6% -$12.1K 0.49% 44
2023
Q4 		$1.92M Buy
23,999
+374
+2% +$28.7K 0.49% 44
2023
Q3 		$1.74M Buy
23,625
+623
+3% +$50K 0.49% 46
2023
Q2 		$1.88M Buy
23,002
+478
+2% +$39.8K 0.5% 46
2023
Q1 		$1.89M Buy
22,524
+779
+4% +$65K 0.52% 44
2022
Q4 		$1.88M Buy
21,745
+286
+1% +$24K 0.55% 42
2022
Q3 		$1.74M Sell
21,459
-342
-2% -$30.8K 0.56% 39
2022
Q2 		$1.87M Buy
21,801
+111
+0.5% +$9.81K 0.55% 40
2022
Q1 		$1.97M Sell
21,690
-652
-3% -$55.5K 0.52% 41
2021
Q4 		$1.98M Buy
22,342
+118
+0.5% +$9.87K 0.51% 43
2021
Q3 		$1.85M Sell
22,224
-554
-2% -$45.7K 0.49% 42
2021
Q2 		$1.79M Buy
22,778
+247
+1% +$20K 0.49% 43
2021
Q1 		$1.79M Buy
22,531
+477
+2% +$36.7K 0.52% 42
2020
Q4 		$1.72M Sell
22,054
-1,452
-6% -$113K 0.51% 42
2020
Q3 		$1.72M Buy
23,506
+1,212
+5% +$88.9K 0.61% 37
2020
Q2 		$1.56M Sell
22,294
-500
-2% -$35.8K 0.59% 37
2020
Q1 		$1.57M Sell
22,794
-2,008
-8% -$160K 0.67% 33
2019
Q4 		$2.01M Sell
24,802
-436
-2% -$34.8K 0.68% 33
2019
Q3 		$2.06M Sell
25,238
-760
-3% -$59.1K 0.73% 30
2019
Q2 		$1.96M Sell
25,998
-420
-2% -$31.2K 0.69% 32
2019
Q1 		$1.95M Sell
26,418
-1,320
-5% -$93.1K 0.71% 30
2018
Q4 		$1.86M Sell
27,738
-1,260
-4% -$86.8K 0.74% 29
2018
Q3 		$1.95M Sell
28,998
-1,096
-4% -$74K 0.7% 35
2018
Q2 		$1.99M Buy
30,094
+3,734
+14% +$238K 0.75% 30
2018
Q1 		$1.68M Buy
26,360
+9,394
+55% +$591K 0.65% 34
2017
Q4 		$1.13M Buy
16,966
+1,876
+12% +$129K 0.45% 45
2017
Q3 		$1M Sell
15,090
-508
-3% -$34.2K 0.42% 44
2017
Q2 		$1.01M Sell
15,598
-2,846
-15% -$187K 0.45% 43
2017
Q1 		$1.18M Buy
18,444
+100
+0.5% +$6.26K 0.56% 40
2016
Q4 		$1.12M Sell
18,344
-472
-3% -$28.3K 0.53% 42
2016
Q3 		$1.15M Sell
18,816
-1,710
-8% -$108K 0.55% 40
2016
Q2 		$1.35M Sell
20,526
-1,086
-5% -$66.9K 0.67% 33
2016
Q1 		$1.34M Buy
21,612
+350
+2% +$20.1K 0.68% 30
2015
Q4 		$1.15M Buy
21,262
+120
+0.6% +$6.51K 0.61% 37
2015
Q3 		$1.15M Sell
21,142
-316
-1% -$17K 0.62% 34
2015
Q2 		$1.11M Buy
21,458
+114
+0.5% +$6.26K 0.57% 33
2015
Q1 		$1.19M Sell
21,344
-1,460
-6% -$84.6K 0.61% 32
2014
Q4 		$1.35M Buy
+22,804
New +$1.29M 0.7% 31

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

The Family Firm's IDU Position: Q2 2025 in Review

The Family Firm increased its iShares US Utilities ETF (IDU) stake by 0.52% in Q2 2025, buying an estimated $11.9K and bringing the position to 22,364 shares worth $2.34M. The position accounts for 0.56% of the portfolio, ranked #43.

The Family Firm first reported a position in IDU in Q4 2014 and has held it in 43 quarters since. The position peaked at $2.34M in Q3 2024. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

  • The Family Firm held 22,364 shares of iShares US Utilities ETF worth $2.34M as of Q2 2025.
  • The Family Firm bought 116 iShares US Utilities ETF shares in Q2 2025, an estimated $11.9K.
  • iShares US Utilities ETF made up 0.56% of The Family Firm's portfolio in Q2 2025, its #43 holding.
  • The Family Firm first reported a position in iShares US Utilities ETF in Q4 2014 and has held it in 43 quarters since.
  • The Family Firm's iShares US Utilities ETF position peaked at $2.34M in Q3 2024.
  • 264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.