TPG Advisors’s iShares US Utilities ETF IDU Stock Holding History

TPG Advisors’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	$249K	Sell	2,175 -70	-3%	-$8.01K	0.14%	99
2026 Q1	$261K	Hold	2,245	–	–	0.16%	93
2025 Q4	$243K	Hold	2,245	–	–	0.15%	93
2025 Q3	$249K	Hold	2,245	–	–	0.16%	91
2025 Q2	$235K	Hold	2,245	–	–	0.17%	89
2025 Q1	$228K	Hold	2,245	–	–	0.18%	82
2024 Q4	$216K	Hold	2,245	–	–	0.17%	83
2024 Q3	$229K	Buy	+2,245	New	+$213K	0.18%	83

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

TPG Advisors's IDU Position: Q2 2026 in Review

TPG Advisors reduced its iShares US Utilities ETF (IDU) stake by 3.1% in Q2 2026, selling an estimated $8.01K and leaving 2,175 shares worth $249K. The position accounts for 0.14% of the portfolio, ranked #99.

TPG Advisors first reported a position in IDU in Q3 2024 and has held it in 8 quarters since. The position peaked at $261K in Q1 2026. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

TPG Advisors held 2,175 shares of iShares US Utilities ETF worth $249K as of Q2 2026.
TPG Advisors sold 70 iShares US Utilities ETF shares in Q2 2026, an estimated $8.01K.
iShares US Utilities ETF made up 0.14% of TPG Advisors's portfolio in Q2 2026, its #99 holding.
TPG Advisors first reported a position in iShares US Utilities ETF in Q3 2024 and has held it in 8 quarters since.
TPG Advisors's iShares US Utilities ETF position peaked at $261K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on TPG Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.