XF
IDU icon

XML Financial’s iShares US Utilities ETF IDU Stock Holding History

XML Financial’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 		$249K Buy
2,173
+152
+8% +$17.4K 0.02% 400
2026
Q1 		$235K Buy
+2,021
New +$230K 0.02% 380

Other funds holding IDU

FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

XML Financial's IDU Position: Q2 2026 in Review

XML Financial increased its iShares US Utilities ETF (IDU) stake by 7.5% in Q2 2026, buying an estimated $17.4K and bringing the position to 2,173 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #400.

XML Financial first reported a position in IDU in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • XML Financial held 2,173 shares of iShares US Utilities ETF worth $249K as of Q2 2026.
  • XML Financial bought 152 iShares US Utilities ETF shares in Q2 2026, an estimated $17.4K.
  • iShares US Utilities ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #400 holding.
  • XML Financial first reported a position in iShares US Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.