WealthCare Investment Partners’s iShares US Utilities ETF IDU Stock Holding History

WealthCare Investment 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	$1.77M	Buy	15,455 +1,864	+14%	+$213K	0.43%	64
2026 Q1	$1.56M	Sell	13,591 -1,318	-9%	-$150K	0.43%	63
2025 Q4	$1.63M	Sell	14,909 -108	-0.7%	-$12.1K	0.48%	62
2025 Q3	$1.68M	Sell	15,017 -349	-2%	-$37.6K	0.54%	55
2025 Q2	$1.61M	Buy	15,366 +1,424	+10%	+$146K	0.58%	49
2025 Q1	$1.37M	Buy	13,942 +6,274	+82%	+$627K	0.58%	50
2024 Q4	$741K	Buy	7,668 +4,070	+113%	+$410K	0.32%	71
2024 Q3	$361K	Buy	+3,598	New	+$341K	0.16%	101

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 Investment Partners's IDU Position: Q2 2026 in Review

WealthCare Investment Partners increased its iShares US Utilities ETF (IDU) stake by 14% in Q2 2026, buying an estimated $213K and bringing the position to 15,455 shares worth $1.77M. The position accounts for 0.43% of the portfolio, ranked #64.

WealthCare Investment Partners first reported a position in IDU in Q3 2024 and has held it in 8 quarters since. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

WealthCare Investment Partners held 15,455 shares of iShares US Utilities ETF worth $1.77M as of Q2 2026.
WealthCare Investment Partners bought 1,864 iShares US Utilities ETF shares in Q2 2026, an estimated $213K.
iShares US Utilities ETF made up 0.43% of WealthCare Investment Partners's portfolio in Q2 2026, its #64 holding.
WealthCare Investment Partners first reported a position in iShares US Utilities ETF in Q3 2024 and has held it in 8 quarters since.
290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.