WCG
IDU icon

Weaver Consulting Group’s iShares US Utilities ETF IDU Stock Holding History

Weaver Consulting Group’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 		$395K Buy
3,446
+1,000
+41% +$114K 0.08% 188
2026
Q1 		$284K Buy
2,446
+1
+0% +$114 0.07% 212
2025
Q4 		$265K Buy
2,445
+1
+0% +$112 0.06% 224
2025
Q3 		$271K Sell
2,444
-164
-6% -$17.7K 0.07% 213
2025
Q2 		$273K Hold
2,608
– – 0.08% 193
2025
Q1 		$265K Hold
2,608
– – 0.08% 188
2024
Q4 		$251K Sell
2,608
-400
-13% -$40.3K 0.08% 181
2024
Q3 		$307K Hold
3,008
– – 0.1% 159
2024
Q2 		$264K Hold
3,008
– – 0.09% 162
2024
Q1 		$254K Hold
3,008
– – 0.09% 164
2023
Q4 		$240K Sell
3,008
-125
-4% -$9.58K 0.1% 167
2023
Q3 		$231K Buy
3,133
+25
+0.8% +$2.01K 0.1% 156
2023
Q2 		$254K Sell
3,108
-524
-14% -$43.6K 0.11% 150
2023
Q1 		$304K Buy
3,632
+125
+4% +$10.4K 0.14% 137
2022
Q4 		$303K Buy
3,507
+125
+4% +$10.5K 0.15% 129
2022
Q3 		$274K Sell
3,382
-332
-9% -$29.9K 0.16% 127
2022
Q2 		$318K Sell
3,714
-350
-9% -$30.9K 0.18% 113
2022
Q1 		$370K Hold
4,064
– – 0.18% 112
2021
Q4 		$359K Hold
4,064
– – 0.17% 112
2021
Q3 		$321K Sell
4,064
-156
-4% -$12.9K 0.17% 108
2021
Q2 		$331K Sell
4,220
-352
-8% -$28.5K 0.19% 105
2021
Q1 		$364K Sell
4,572
-946
-17% -$72.8K 0.22% 85
2020
Q4 		$428K Sell
5,518
-964
-15% -$75.1K 0.27% 74
2020
Q3 		$473K Sell
6,482
-246
-4% -$18K 0.27% 62
2020
Q2 		$472K Sell
6,728
-616
-8% -$44.1K 0.27% 64
2020
Q1 		$507K Sell
7,344
-1,216
-14% -$97K 0.33% 56
2019
Q4 		$697K Sell
8,560
-1,766
-17% -$141K 0.37% 49
2019
Q3 		$780K Sell
10,326
-5,586
-35% -$434K 0.41% 45
2019
Q2 		$1.2M Buy
15,912
+88
+0.6% +$6.54K 0.65% 34
2019
Q1 		$1.19M Buy
+15,824
New +$1.12M 0.34% 59

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

Weaver Consulting Group's IDU Position: Q2 2026 in Review

Weaver Consulting Group increased its iShares US Utilities ETF (IDU) stake by 41% in Q2 2026, buying an estimated $114K and bringing the position to 3,446 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #188.

Weaver Consulting Group first reported a position in IDU in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.2M in Q2 2019. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Weaver Consulting Group held 3,446 shares of iShares US Utilities ETF worth $395K as of Q2 2026.
  • Weaver Consulting Group bought 1,000 iShares US Utilities ETF shares in Q2 2026, an estimated $114K.
  • iShares US Utilities ETF made up 0.08% of Weaver Consulting Group's portfolio in Q2 2026, its #188 holding.
  • Weaver Consulting Group first reported a position in iShares US Utilities ETF in Q1 2019 and has held it in 30 quarters since.
  • Weaver Consulting Group's iShares US Utilities ETF position peaked at $1.2M in Q2 2019.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.