UMB Bank’s iShares US Utilities ETF IDU Stock Holding History

UMB Bank’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	$77.4K	Hold	675	–	–	﹤0.01%	1152
2026 Q1	$78.4K	Hold	675	–	–	﹤0.01%	1079
2025 Q4	$73.1K	Hold	675	–	–	﹤0.01%	1091
2025 Q3	$74.9K	Hold	675	–	–	﹤0.01%	990
2025 Q2	$70.6K	Sell	675 -525	-44%	-$53.8K	﹤0.01%	976
2025 Q1	$122K	Buy	1,200 +635	+112%	+$63.4K	﹤0.01%	705
2024 Q4	$54.4K	Hold	565	–	–	﹤0.01%	888
2024 Q3	$57.6K	Sell	565 -135	-19%	-$12.8K	﹤0.01%	828
2024 Q2	$61.5K	Buy	700 +310	+79%	+$27.2K	﹤0.01%	788
2024 Q1	$33K	Hold	390	–	–	﹤0.01%	931
2023 Q4	$31.2K	Hold	390	–	–	﹤0.01%	934
2023 Q3	$28.7K	Hold	390	–	–	﹤0.01%	971
2023 Q2	$31.9K	Hold	390	–	–	﹤0.01%	962
2023 Q1	$32.6K	Hold	390	–	–	﹤0.01%	951
2022 Q4	$34K	Hold	390	–	–	﹤0.01%	950
2022 Q3	$32K	Hold	390	–	–	﹤0.01%	975
2022 Q2	$33K	Hold	390	–	–	﹤0.01%	1015
2022 Q1	$35K	Hold	390	–	–	﹤0.01%	1059
2021 Q4	$34K	Buy	+390	New	+$32.6K	﹤0.01%	1106

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

UMB Bank's IDU Position: Q2 2026 in Review

UMB Bank held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 675 shares worth $77.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

UMB Bank first reported a position in IDU in Q4 2021 and has held it in 19 quarters since. The position peaked at $122K in Q1 2025. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

UMB Bank held 675 shares of iShares US Utilities ETF worth $77.4K as of Q2 2026.
UMB Bank left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1152 holding.
UMB Bank first reported a position in iShares US Utilities ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's iShares US Utilities ETF position peaked at $122K in Q1 2025.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.