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

Waverly 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	$2.07M	Buy	18,043 +240	+1%	+$27.5K	0.01%	688
2026 Q1	$2.07M	Buy	17,803 +3	+0%	+$341	0.02%	638
2025 Q4	$1.93M	Sell	17,800 -1,390	-7%	-$155K	0.02%	606
2025 Q3	$2.13M	Buy	19,190 +183	+1%	+$19.7K	0.02%	501
2025 Q2	$1.99M	Buy	19,007 +3	+0%	+$307	0.02%	491
2025 Q1	$1.93M	Buy	19,004 +3	+0%	+$300	0.02%	484
2024 Q4	$1.83M	Buy	19,001 +13	+0.1%	+$1.31K	0.03%	405
2024 Q3	$1.94M	Sell	18,988 -1,648	-8%	-$156K	0.04%	335
2024 Q2	$1.81M	Buy	+20,636	New	+$1.81M	0.04%	331

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

Waverly Advisors's IDU Position: Q2 2026 in Review

Waverly Advisors increased its iShares US Utilities ETF (IDU) stake by 1.3% in Q2 2026, buying an estimated $27.5K and bringing the position to 18,043 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #688.

Waverly Advisors first reported a position in IDU in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q3 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Waverly Advisors held 18,043 shares of iShares US Utilities ETF worth $2.07M as of Q2 2026.
Waverly Advisors bought 240 iShares US Utilities ETF shares in Q2 2026, an estimated $27.5K.
iShares US Utilities ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #688 holding.
Waverly Advisors first reported a position in iShares US Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Waverly Advisors's iShares US Utilities ETF position peaked at $2.13M in Q3 2025.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.