Westside Investment Management’s iShares US Utilities ETF IDU Stock Holding History

Westside Investment Management’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	$72.2K	Buy	630 +250	+66%	+$28.6K	0.01%	503
2026 Q1	$44.1K	Buy	380 +180	+90%	+$20.5K	0.01%	607
2025 Q4	$21.7K	Sell	200 -110	-35%	-$12.3K	﹤0.01%	842
2025 Q3	$34.4K	Hold	310	–	–	0.01%	676
2025 Q2	$32.4K	Hold	310	–	–	0.01%	538
2025 Q1	$31.4K	Hold	310	–	–	0.01%	477
2024 Q4	$29.8K	Hold	310	–	–	0.01%	495
2024 Q3	$31.6K	Hold	310	–	–	0.01%	484
2024 Q2	$27.2K	Buy	310 +50	+19%	+$4.39K	0.01%	489
2024 Q1	$22K	Hold	260	–	–	0.01%	508
2023 Q4	$20.8K	Sell	260 -200	-43%	-$15.3K	0.01%	494
2023 Q3	$33.8K	Hold	460	–	–	0.01%	398
2023 Q2	$37.6K	Hold	460	–	–	0.01%	392
2023 Q1	$38.5K	Hold	460	–	–	0.01%	390
2022 Q4	$39	Hold	460	–	–	﹤0.01%	439
2022 Q3	$37	Hold	460	–	–	﹤0.01%	438
2022 Q2	$39	Hold	460	–	–	﹤0.01%	430
2022 Q1	$41	Buy	460 +100	+28%	+$8.51K	﹤0.01%	435
2021 Q4	$31	Sell	360 -100	-22%	-$8.37K	﹤0.01%	444
2021 Q3	$36	Hold	460	–	–	﹤0.01%	420
2021 Q2	$36	Hold	460	–	–	﹤0.01%	406
2021 Q1	$36	Hold	460	–	–	﹤0.01%	399
2020 Q4	$35	Hold	460	–	–	﹤0.01%	375
2020 Q3	$33	Hold	460	–	–	﹤0.01%	375
2020 Q2	$32	Sell	460 -80	-15%	-$5.72K	﹤0.01%	363
2020 Q1	$37	Buy	+540	New	+$43.1K	﹤0.01%	353
2019 Q2	$104K	Buy	+1,390	New	+$103K	0.04%	222
2018 Q4	$66.4K	Buy	+990	New	+$68.2K	0.02%	259
2018 Q3	–	Sell	-1,002	Closed	-$66.6K	–	761
2018 Q2	$66.6K	Sell	1,002 -78	-7%	-$4.98K	0.02%	270
2018 Q1	$68.2K	Buy	1,080 +102	+10%	+$6.42K	0.04%	251
2017 Q4	$64.1K	Hold	978	–	–	0.03%	257
2017 Q3	$65.7K	Buy	978 +102	+12%	+$6.86K	0.04%	247
2017 Q2	$56.4K	Buy	876 +100	+13%	+$6.57K	0.04%	251
2017 Q1	$50.1K	Buy	+776	New	+$48.6K	0.02%	261

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

Westside Investment Management's IDU Position: Q2 2026 in Review

Westside Investment Management increased its iShares US Utilities ETF (IDU) stake by 66% in Q2 2026, buying an estimated $28.6K and bringing the position to 630 shares worth $72.2K. The position accounts for 0.01% of the portfolio, ranked #503.

Westside Investment Management first reported a position in IDU in Q1 2017 and has held it in 34 quarters since. The position peaked at $104K in Q2 2019. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Westside Investment Management held 630 shares of iShares US Utilities ETF worth $72.2K as of Q2 2026.
Westside Investment Management bought 250 iShares US Utilities ETF shares in Q2 2026, an estimated $28.6K.
iShares US Utilities ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #503 holding.
Westside Investment Management first reported a position in iShares US Utilities ETF in Q1 2017 and has held it in 34 quarters since.
Westside Investment Management's iShares US Utilities ETF position peaked at $104K in Q2 2019.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.