Truist Financial
IDU icon

Truist Financial’s iShares US Utilities ETF IDU Stock Holding History

Truist Financial’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 		$6.19M Sell
54,033
-9,374
-15% -$1.07M 0.01% 814
2026
Q1 		$7.36M Sell
63,407
-4,455
-7% -$507K 0.01% 704
2025
Q4 		$7.35M Sell
67,862
-1,551
-2% -$173K 0.01% 704
2025
Q3 		$7.7M Sell
69,413
-6,086
-8% -$656K 0.01% 706
2025
Q2 		$7.89M Buy
75,499
+15,245
+25% +$1.56M 0.01% 666
2025
Q1 		$6.11M Buy
60,254
+6,364
+12% +$636K 0.01% 743
2024
Q4 		$5.18M Sell
53,890
-3,555
-6% -$358K 0.01% 814
2024
Q3 		$5.86M Buy
57,445
+16,179
+39% +$1.53M 0.01% 767
2024
Q2 		$3.63M Buy
41,266
+1,405
+4% +$123K 0.01% 1001
2024
Q1 		$3.37M Sell
39,861
-1,222
-3% -$97.4K 0.01% 1044
2023
Q4 		$3.28M Sell
41,083
-2,716
-6% -$208K 0.01% 1026
2023
Q3 		$3.22M Sell
43,799
-1,211
-3% -$97.2K 0.01% 1017
2023
Q2 		$3.68M Sell
45,010
-4,135
-8% -$344K 0.01% 969
2023
Q1 		$4.11M Sell
49,145
-9,995
-17% -$834K 0.01% 902
2022
Q4 		$5.12M Sell
59,140
-254
-0.4% -$21.3K 0.01% 811
2022
Q3 		$4.82M Buy
59,394
+11,091
+23% +$998K 0.01% 806
2022
Q2 		$4.13M Buy
48,303
+4,489
+10% +$397K 0.01% 876
2022
Q1 		$3.99M Buy
43,814
+1,762
+4% +$150K 0.01% 969
2021
Q4 		$3.72M Buy
42,052
+459
+1% +$38.4K 0.01% 1010
2021
Q3 		$3.28M Buy
41,593
+5,986
+17% +$494K 0.01% 1047
2021
Q2 		$2.79M Buy
35,607
+1,839
+5% +$149K ﹤0.01% 1125
2021
Q1 		$2.69M Buy
33,768
+3,722
+12% +$287K ﹤0.01% 1108
2020
Q4 		$2.33M Buy
30,046
+4,150
+16% +$323K ﹤0.01% 1106
2020
Q3 		$1.89M Buy
25,896
+1,980
+8% +$145K ﹤0.01% 1088
2020
Q2 		$1.68M Sell
23,916
-2,494
-9% -$178K ﹤0.01% 1105
2020
Q1 		$1.82M Buy
26,410
+868
+3% +$69.3K ﹤0.01% 1010
2019
Q4 		$2.07M Buy
+25,542
New +$2.04M ﹤0.01% 1121
2014
Q1 		– Sell
-4,846
Closed -$232K – 802
2013
Q4 		$232K Hold
4,846
– – 0.01% 701
2013
Q3 		$227K Buy
+4,846
New +$232K 0.01% 676

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

Truist Financial's IDU Position: Q2 2026 in Review

Truist Financial reduced its iShares US Utilities ETF (IDU) stake by 15% in Q2 2026, selling an estimated $1.07M and leaving 54,033 shares worth $6.19M. The position accounts for 0.01% of the portfolio, ranked #814.

Truist Financial first reported a position in IDU in Q3 2013 and has held it in 29 quarters since. The position peaked at $7.89M in Q2 2025. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Truist Financial held 54,033 shares of iShares US Utilities ETF worth $6.19M as of Q2 2026.
  • Truist Financial sold 9,374 iShares US Utilities ETF shares in Q2 2026, an estimated $1.07M.
  • iShares US Utilities ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #814 holding.
  • Truist Financial first reported a position in iShares US Utilities ETF in Q3 2013 and has held it in 29 quarters since.
  • Truist Financial's iShares US Utilities ETF position peaked at $7.89M in Q2 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.