WealthShield Partners’s iShares US Utilities ETF IDU Stock Holding History

WealthShield 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	$35.1K	Hold	306	–	–	0.01%	300
2026 Q1	$35.5K	Hold	306	–	–	﹤0.01%	466
2025 Q4	$33.2K	Hold	306	–	–	﹤0.01%	455
2025 Q3	$33.9K	Hold	306	–	–	﹤0.01%	451
2025 Q2	$32K	Hold	306	–	–	﹤0.01%	447
2025 Q1	$31K	Hold	306	–	–	﹤0.01%	437
2024 Q4	$29.4K	Hold	306	–	–	﹤0.01%	402
2024 Q3	$31.2K	Hold	306	–	–	﹤0.01%	410
2024 Q2	$26.9K	Hold	306	–	–	﹤0.01%	388
2024 Q1	$25.9K	Hold	306	–	–	﹤0.01%	382
2023 Q4	$24.5K	Hold	306	–	–	﹤0.01%	396
2023 Q3	$22.7K	Buy	+306	New	+$24.6K	﹤0.01%	405
2021 Q3	–	Sell	-306	Closed	-$24K	–	466
2021 Q2	$24K	Hold	306	–	–	﹤0.01%	621
2021 Q1	$24K	Buy	+306	New	+$23.6K	﹤0.01%	625
2020 Q4	–	Sell	-306	Closed	-$22K	–	332
2020 Q3	$22K	Hold	306	–	–	0.01%	328
2020 Q2	$21K	Hold	306	–	–	0.01%	278
2020 Q1	$21K	Hold	306	–	–	0.01%	211
2019 Q4	$25K	Hold	306	–	–	0.01%	229
2019 Q3	$25K	Hold	306	–	–	0.01%	215
2019 Q2	$23K	Hold	306	–	–	0.01%	192
2019 Q1	$23K	Hold	306	–	–	0.01%	214
2018 Q4	$21K	Hold	306	–	–	0.01%	187
2018 Q3	$21K	Hold	306	–	–	0.01%	189
2018 Q2	$20K	Hold	306	–	–	0.01%	182
2018 Q1	$19K	Hold	306	–	–	0.01%	182
2017 Q4	$20K	Buy	+306	New	+$21K	0.01%	178

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

WealthShield Partners's IDU Position: Q2 2026 in Review

WealthShield Partners held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 306 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #300.

WealthShield Partners first reported a position in IDU in Q4 2017 and has held it in 26 quarters since. The position peaked at $35.5K in Q1 2026. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

WealthShield Partners held 306 shares of iShares US Utilities ETF worth $35.1K as of Q2 2026.
WealthShield Partners left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #300 holding.
WealthShield Partners first reported a position in iShares US Utilities ETF in Q4 2017 and has held it in 26 quarters since.
WealthShield Partners's iShares US Utilities ETF position peaked at $35.5K in Q1 2026.
290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.