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Wealth Management Associates’s iShares US Utilities ETF IDU Stock Holding History

Wealth Management Associates’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 		$934K Buy
8,147
+156
+2% +$17.9K 0.26% 69
2026
Q1 		$928K Buy
7,991
+77
+1% +$8.76K 0.32% 66
2025
Q4 		$858K Buy
7,914
+167
+2% +$18.7K 0.3% 66
2025
Q3 		$859K Buy
7,747
+478
+7% +$51.5K 0.3% 64
2025
Q2 		$760K Buy
7,269
+418
+6% +$42.8K 0.3% 68
2025
Q1 		$695K Buy
6,851
+614
+10% +$61.3K 0.3% 67
2024
Q4 		$600K Buy
6,237
+236
+4% +$23.8K 0.26% 76
2024
Q3 		$612K Buy
6,001
+140
+2% +$13.3K 0.27% 77
2024
Q2 		$515K Hold
5,861
– – 0.24% 84
2024
Q1 		$515K Buy
5,861
+73
+1% +$5.82K 0.24% 84
2023
Q4 		$463K Sell
5,788
-71
-1% -$5.44K 0.24% 86
2023
Q3 		$431K Buy
5,859
+7
+0.1% +$562 0.25% 86
2023
Q2 		$478K Sell
5,852
-60
-1% -$5K 0.27% 78
2023
Q1 		$495K Buy
5,912
+83
+1% +$6.93K 0.31% 77
2022
Q4 		$504K Buy
5,829
+188
+3% +$15.8K 0.34% 68
2022
Q3 		$458K Buy
5,641
+108
+2% +$9.72K 0.32% 83
2022
Q2 		$474K Buy
5,533
+266
+5% +$23.5K 0.32% 77
2022
Q1 		$479K Buy
5,267
+584
+12% +$49.7K 0.27% 93
2021
Q4 		$414K Buy
4,683
+537
+13% +$44.9K 0.22% 121
2021
Q3 		$327K Buy
4,146
+1,310
+46% +$108K 0.19% 127
2021
Q2 		$223K Buy
+2,836
New +$230K 0.13% 182

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

Wealth Management Associates's IDU Position: Q2 2026 in Review

Wealth Management Associates increased its iShares US Utilities ETF (IDU) stake by 2% in Q2 2026, buying an estimated $17.9K and bringing the position to 8,147 shares worth $934K. The position accounts for 0.26% of the portfolio, ranked #69.

Wealth Management Associates first reported a position in IDU in Q2 2021 and has held it in 21 quarters since. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Wealth Management Associates held 8,147 shares of iShares US Utilities ETF worth $934K as of Q2 2026.
  • Wealth Management Associates bought 156 iShares US Utilities ETF shares in Q2 2026, an estimated $17.9K.
  • iShares US Utilities ETF made up 0.26% of Wealth Management Associates's portfolio in Q2 2026, its #69 holding.
  • Wealth Management Associates first reported a position in iShares US Utilities ETF in Q2 2021 and has held it in 21 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.