VSM Wealth Advisory’s iShares US Utilities ETF IDU Stock Holding History

VSM Wealth Advisory’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	$11.6K	Hold	101	–	–	﹤0.01%	355
2026 Q1	$11.7K	Hold	101	–	–	﹤0.01%	354
2025 Q4	$10.9K	Hold	101	–	–	﹤0.01%	322
2025 Q3	$11.2K	Hold	101	–	–	﹤0.01%	329
2025 Q2	$10.6K	Hold	101	–	–	﹤0.01%	380
2025 Q1	$10.2K	Buy	101 +25	+33%	+$2.5K	﹤0.01%	346
2024 Q4	$7.31K	Buy	+76	New	+$7.66K	﹤0.01%	370

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

VSM Wealth Advisory's IDU Position: Q2 2026 in Review

VSM Wealth Advisory held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 101 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

VSM Wealth Advisory first reported a position in IDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.7K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

VSM Wealth Advisory held 101 shares of iShares US Utilities ETF worth $11.6K as of Q2 2026.
VSM Wealth Advisory left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #355 holding.
VSM Wealth Advisory first reported a position in iShares US Utilities ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's iShares US Utilities ETF position peaked at $11.7K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.