Wealthcare Advisory Partners’s iShares US Utilities ETF IDU Stock Holding History

Wealthcare Advisory Partners’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	$236K	Buy	2,057 +206	+11%	+$23.6K	﹤0.01%	976
2026 Q1	$215K	Buy	+1,851	New	+$210K	﹤0.01%	997
2021 Q2	–	Sell	-250	Closed	-$20K	–	1154
2021 Q1	$20K	Buy	+250	New	+$19.2K	﹤0.01%	1198

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

Wealthcare Advisory Partners's IDU Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares US Utilities ETF (IDU) stake by 11% in Q2 2026, buying an estimated $23.6K and bringing the position to 2,057 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Wealthcare Advisory Partners first reported a position in IDU in Q1 2021 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Wealthcare Advisory Partners held 2,057 shares of iShares US Utilities ETF worth $236K as of Q2 2026.
Wealthcare Advisory Partners bought 206 iShares US Utilities ETF shares in Q2 2026, an estimated $23.6K.
iShares US Utilities ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #976 holding.
Wealthcare Advisory Partners first reported a position in iShares US Utilities ETF in Q1 2021 and has held it in 3 quarters since.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.