Wealth Enhancement Advisory Services
IDU icon

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

Wealth Enhancement Advisory Services’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 		$1.55M Buy
13,427
+1,835
+16% +$210K ﹤0.01% 1750
2026
Q1 		$1.36M Sell
11,592
-4,420
-28% -$503K ﹤0.01% 1610
2025
Q4 		$1.74M Buy
16,012
+2,660
+20% +$297K ﹤0.01% 1589
2025
Q3 		$1.52M Buy
13,352
+407
+3% +$43.9K ﹤0.01% 1607
2025
Q2 		$1.36M Sell
12,945
-1,035
-7% -$106K ﹤0.01% 1566
2025
Q1 		$1.42M Sell
13,980
-384
-3% -$38.3K ﹤0.01% 1421
2024
Q4 		$1.38M Buy
14,364
+3,408
+31% +$343K ﹤0.01% 1372
2024
Q3 		$1.12M Buy
10,956
+2,896
+36% +$274K ﹤0.01% 1332
2024
Q2 		$708K Buy
8,060
+53
+0.7% +$4.66K ﹤0.01% 1442
2024
Q1 		$677K Sell
8,007
-187
-2% -$14.9K ﹤0.01% 1415
2023
Q4 		$655K Sell
8,194
-164
-2% -$12.6K ﹤0.01% 1351
2023
Q3 		$615K Buy
+8,358
New +$671K ﹤0.01% 1316

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
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
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's IDU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Utilities ETF (IDU) stake by 16% in Q2 2026, buying an estimated $210K and bringing the position to 13,427 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Wealth Enhancement Advisory Services first reported a position in IDU in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q4 2025. 53 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,427 shares of iShares US Utilities ETF worth $1.55M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,835 iShares US Utilities ETF shares in Q2 2026, an estimated $210K.
  • iShares US Utilities ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1750 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Utilities ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Utilities ETF position peaked at $1.74M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.