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Triumph Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Triumph Capital 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 		$6.42K Hold
56
– – ﹤0.01% 1279
2026
Q1 		$6.5K Hold
56
– – ﹤0.01% 1227
2025
Q4 		$6.07K Buy
+56
New +$6.26K ﹤0.01% 1209

Other funds holding IDU

FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Triumph Capital Management's IDU Position: Q2 2026 in Review

Triumph Capital Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 56 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Triumph Capital Management first reported a position in IDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.5K in Q1 2026. 58 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Triumph Capital Management held 56 shares of iShares US Utilities ETF worth $6.42K as of Q2 2026.
  • Triumph Capital Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
  • iShares US Utilities ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1279 holding.
  • Triumph Capital Management first reported a position in iShares US Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares US Utilities ETF position peaked at $6.5K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.