Question 1

How many shares of IDU does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 173,885 shares of IDU (ISHARES US UTILITIES ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's IDU position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IDU position is worth $19.9M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling IDU?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IDU position (-59.1% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy IDU?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IDU in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	173,885	-59.1%	$19.9M	0.1%	$114.61	0
2026-Q1	Increased	424,713	+5.0%	$49.3M	0.3%	$119.25	37
2025-Q4	Increased	404,651	+6.1%	$43.8M	0.2%	$109.10	37
2025-Q3	Increased	381,290	+1234.3%	$42.3M	0.2%	$109.94	56
2025-Q2	Increased	28,575	+89.1%	$3M	0.0%	$102.96	41
2025-Q1	Increased	15,111	+46.0%	$1.5M	0.0%	$98.55	35
2024-Q4	Increased	10,351	+151.1%	$995,870	0.0%	$94.13	40
2024-Q3	Unchanged	4,122	0.0%	$420,526	0.0%	$98.47	0
2024-Q2	Unchanged	4,122	0.0%	$362,241	0.0%	$84.78	0
2024-Q1	Decreased	4,122	-13.5%	$348,391	0.0%	$81.14	0
2023-Q4	Decreased	4,765	-11.4%	$380,866	0.0%	$76.31	0
2023-Q3	Decreased	5,380	-21.3%	$395,860	0.0%	$69.71	0
2023-Q2	Decreased	6,832	-74.1%	$558,516	0.0%	$75.91	0
2023-Q1	Increased	26,358	+5.1%	$2.2M	0.0%	$77.60	27
2022-Q4	Increased	25,069	+1.0%	$2.2M	0.0%	$80.35	26
2022-Q3	Increased	24,815	+2.8%	$2M	0.0%	$76.15	27
2022-Q2	Decreased	24,134	-2.2%	$2.1M	0.0%	$77.61	0
2022-Q1	Decreased	24,679	-44.2%	$2.2M	0.0%	$83.12	0
2021-Q4	Increased	44,238	+0.2%	$3.9M	0.1%	$79.85	27
2021-Q3	Increased	44,134	+4.1%	$3.5M	0.1%	$71.72	28
2021-Q2	Decreased	42,398	-45.6%	$3.3M	0.1%	$70.44	0
2021-Q1	Increased	77,930	+158.7%	$3.1B	0.1%	$70.29	51
2020-Q4	Increased	30,128	+99.0%	$2.3M	0.1%	$67.60	42
2020-Q3	Increased	15,137	+469.9%	$2.2M	0.1%	$63.43	42
2020-Q2	Decreased	2,656	-34.1%	$372,000	0.0%	$60.69	0
2020-Q1	Increased	4,028	+64.0%	$556,000	0.0%	$61.90	35
2019-Q4	Increased	2,456	+94.9%	$397,000	0.0%	$68.98	38
2019-Q3	Unchanged	1,260	0.0%	$205,000	0.0%	$69.20	0
2019-Q2	New	1,260	-	$189,000	0.0%	$63.64	31

IDU29 quarters

IDU
29 quarters