Wealthstar Advisors’s iShares US Utilities ETF IDU Stock Holding History

Wealthstar Advisors’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	$2.18M	Sell	19,001 -272	-1%	-$31.1K	0.64%	19
2026 Q1	$2.24M	Sell	19,273 -5,393	-22%	-$613K	1.05%	15
2025 Q4	$2.67M	Buy	24,666 +5,946	+32%	+$664K	1.18%	12
2025 Q3	$2.08M	Sell	18,720 -3,320	-15%	-$358K	0.82%	20
2025 Q2	$2.3M	Buy	22,040 +3,336	+18%	+$342K	0.87%	18
2025 Q1	$1.9M	Buy	18,704 +1,402	+8%	+$140K	0.87%	27
2024 Q4	$1.66M	Buy	+17,302	New	+$1.74M	0.72%	29
2021 Q3	–	Sell	-3,656	Closed	-$289K	–	105
2021 Q2	$289K	Buy	+3,656	New	+$296K	0.09%	78
2019 Q2	–	Sell	-3,714	Closed	-$274K	–	69
2019 Q1	$274K	Hold	3,714	–	–	0.17%	43
2018 Q4	$248K	Hold	3,714	–	–	0.19%	43
2018 Q3	$248K	Hold	3,714	–	–	0.15%	50
2018 Q2	$251K	Hold	3,714	–	–	0.08%	50
2018 Q1	$237K	Buy	+3,714	New	+$234K	0.07%	42

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

Wealthstar Advisors's IDU Position: Q2 2026 in Review

Wealthstar Advisors reduced its iShares US Utilities ETF (IDU) stake by 1.4% in Q2 2026, selling an estimated $31.1K and leaving 19,001 shares worth $2.18M. The position accounts for 0.64% of the portfolio, ranked #19.

Wealthstar Advisors first reported a position in IDU in Q1 2018 and has held it in 13 quarters since. The position peaked at $2.67M in Q4 2025. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Wealthstar Advisors held 19,001 shares of iShares US Utilities ETF worth $2.18M as of Q2 2026.
Wealthstar Advisors sold 272 iShares US Utilities ETF shares in Q2 2026, an estimated $31.1K.
iShares US Utilities ETF made up 0.64% of Wealthstar Advisors's portfolio in Q2 2026, its #19 holding.
Wealthstar Advisors first reported a position in iShares US Utilities ETF in Q1 2018 and has held it in 13 quarters since.
Wealthstar Advisors's iShares US Utilities ETF position peaked at $2.67M in Q4 2025.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.