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

Advisornet 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
Q1 		$191K Buy
1,649
+6
+0.4% +$682 0.01% 622
2025
Q4 		$178K Buy
1,643
+535
+48% +$59.8K 0.01% 633
2025
Q3 		$123K Buy
1,108
+6
+0.5% +$647 0.01% 732
2025
Q2 		$115K Buy
1,102
+6
+0.5% +$614 0.01% 722
2025
Q1 		$111K Buy
1,096
+6
+0.6% +$599 0.01% 694
2024
Q4 		$105K Buy
1,090
+8
+0.7% +$806 0.01% 674
2024
Q3 		$110K Buy
1,082
+29
+3% +$2.75K 0.01% 673
2024
Q2 		$92.5K Buy
1,053
+5
+0.5% +$439 0.01% 665
2024
Q1 		$88.5K Buy
1,048
+718
+218% +$57.2K 0.01% 661
2023
Q4 		$26.4K Hold
330
– – ﹤0.01% 1002
2023
Q3 		$24.3K Sell
330
-429
-57% -$34.4K ﹤0.01% 976
2023
Q2 		$62.1K Hold
759
– – 0.01% 759
2023
Q1 		$63.6K Hold
759
– – 0.01% 732
2022
Q4 		$65.7K Hold
759
– – 0.01% 725
2022
Q3 		$62K Sell
759
-140
-16% -$12.6K 0.01% 791
2022
Q2 		$77K Buy
899
+142
+19% +$12.5K 0.01% 750
2022
Q1 		$69K Buy
757
+2
+0.3% +$170 ﹤0.01% 858
2021
Q4 		$67K Buy
755
+6
+0.8% +$502 ﹤0.01% 921
2021
Q3 		$59K Hold
749
– – ﹤0.01% 955
2021
Q2 		$59K Buy
749
+5
+0.7% +$405 ﹤0.01% 930
2021
Q1 		$59K Hold
744
– – ﹤0.01% 890
2020
Q4 		$58K Buy
744
+2
+0.3% +$156 ﹤0.01% 835
2020
Q3 		$54K Sell
742
-658
-47% -$48.3K ﹤0.01% 829
2020
Q2 		$98K Sell
1,400
-284
-17% -$20.3K 0.01% 677
2020
Q1 		$116K Sell
1,684
-144
-8% -$11.5K 0.01% 576
2019
Q4 		$148K Buy
1,828
+458
+33% +$36.5K 0.01% 579
2019
Q3 		$112K Hold
1,370
– – 0.01% 645
2019
Q2 		$103K Buy
1,370
+8
+0.6% +$594 0.01% 604
2019
Q1 		$100K Buy
1,362
+6
+0.4% +$423 0.01% 551
2018
Q4 		$91K Buy
1,356
+14
+1% +$964 0.01% 539
2018
Q3 		$90K Buy
1,342
+8
+0.6% +$540 0.01% 570
2018
Q2 		$88K Buy
1,334
+226
+20% +$14.4K 0.01% 556
2018
Q1 		$71K Buy
1,108
+508
+85% +$32K 0.01% 610
2017
Q4 		$40K Buy
+600
New +$41.3K 0.01% 700

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial's IDU Position: Q1 2026 in Review

Advisornet Financial increased its iShares US Utilities ETF (IDU) stake by 0.37% in Q1 2026, buying an estimated $682 and bringing the position to 1,649 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #622.

Advisornet Financial first reported a position in IDU in Q4 2017 and has held it in 34 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Advisornet Financial held 1,649 shares of iShares US Utilities ETF worth $191K as of Q1 2026.
  • Advisornet Financial bought 6 iShares US Utilities ETF shares in Q1 2026, an estimated $682.
  • iShares US Utilities ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #622 holding.
  • Advisornet Financial first reported a position in iShares US Utilities ETF in Q4 2017 and has held it in 34 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.