Advisory Services Network’s iShares US Utilities ETF IDU Stock Holding History

Advisory Services Network’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	$92.1K	Buy	+793	New	+$90.2K	﹤0.01%	2254
2025 Q4	–	Sell	-823	Closed	-$91.3K	–	2989
2025 Q3	$91.3K	Buy	+823	New	+$88.7K	﹤0.01%	2131
2024 Q1	–	Sell	-3,025	Closed	-$242K	–	2500
2023 Q4	$242K	Sell	3,025 -7,630	-72%	-$585K	0.01%	1186
2023 Q3	$784K	Sell	10,655 -9	-0.1%	-$722	0.02%	723
2023 Q2	$872K	Buy	10,664 +2,450	+30%	+$204K	0.02%	676
2023 Q1	$688K	Buy	8,214 +6,170	+302%	+$515K	0.02%	758
2022 Q4	$177K	Buy	+2,044	New	+$172K	0.01%	1324
2022 Q2	–	Sell	-2,652	Closed	-$241K	–	1433
2022 Q1	$241K	Buy	2,652 +34	+1%	+$2.89K	0.01%	1256
2021 Q4	$232K	Buy	+2,618	New	+$219K	0.01%	1231
2021 Q3	–	Sell	-2,064	Closed	-$162K	–	2278
2021 Q2	$162K	Sell	2,064 -4,962	-71%	-$402K	0.01%	1361
2021 Q1	$559K	Buy	7,026 +18	+0.3%	+$1.39K	0.02%	798
2020 Q4	$544K	Buy	7,008 +270	+4%	+$21K	0.02%	702
2020 Q3	$492K	Sell	6,738 -376	-5%	-$27.6K	0.02%	633
2020 Q2	$499K	Sell	7,114 -38,630	-84%	-$2.76M	0.03%	598
2020 Q1	$3.16M	Buy	45,744 +5,934	+15%	+$473K	0.21%	121
2019 Q4	$3.23M	Buy	39,810 +30,358	+321%	+$2.42M	0.17%	149
2019 Q3	$713K	Hold	9,452	–	–	0.04%	473
2019 Q2	$713K	Buy	+9,452	New	+$702K	0.04%	472
2018 Q2	–	Sell	-74	Closed	-$5K	–	2578
2018 Q1	$5K	Sell	74 -90	-55%	-$5.67K	﹤0.01%	2116
2017 Q4	$11K	Buy	164 +18	+12%	+$1.24K	﹤0.01%	1791
2017 Q3	$10K	Sell	146 -260	-64%	-$17.5K	﹤0.01%	1617
2017 Q2	$26K	Buy	406 +400	+6,667%	+$26.3K	﹤0.01%	1256
2017 Q1	$0	Buy	+6	New	+$376	﹤0.01%	2212
2016 Q3	$569K	Sell	9,280 -6,196	-40%	-$393K	0.11%	265
2016 Q2	$1.02M	Sell	15,476 -1,954	-11%	-$120K	0.23%	99
2016 Q1	$1.08M	Buy	17,430 +13,582	+353%	+$781K	0.29%	74
2015 Q4	$208K	Sell	3,848 -1,518	-28%	-$82.3K	0.07%	329
2015 Q3	$289K	Sell	5,366 -348	-6%	-$18.7K	0.09%	229
2015 Q2	$298K	Sell	5,714 -7,288	-56%	-$401K	0.09%	241
2015 Q1	$739K	Sell	13,002 -14,442	-53%	-$837K	0.2%	110
2014 Q4	$1.68M	Buy	27,444 +12,086	+79%	+$686K	0.52%	33
2014 Q3	$808K	Sell	15,358 -6,772	-31%	-$361K	0.3%	80
2014 Q2	$1.23M	Buy	22,130 +9,952	+82%	+$532K	0.52%	44
2014 Q1	$634K	Buy	12,178 +8,762	+256%	+$435K	0.33%	89
2013 Q4	$164K	Buy	+3,416	New	+$164K	0.08%	194
2013 Q3	–	Sell	-38,502	Closed	-$1.83M	–	80
2013 Q2	$1.83M	Buy	+38,502	New	+$1.88M	1.49%	21

Other funds holding IDU

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisory Services Network's IDU Position: Q1 2026 in Review

Advisory Services Network opened a new position in iShares US Utilities ETF (IDU) in Q1 2026: 793 shares worth $92.1K. The stake represents ﹤0.01% of the portfolio and ranks #2254 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in IDU as recently as Q3 2025.

Advisory Services Network first reported a position in IDU in Q2 2013 and has held it in 36 quarters since. The position peaked at $3.23M in Q4 2019. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Advisory Services Network held 793 shares of iShares US Utilities ETF worth $92.1K as of Q1 2026.
iShares US Utilities ETF was a new Advisory Services Network position in Q1 2026.
iShares US Utilities ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2254 holding.
Advisory Services Network first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 36 quarters since.
Advisory Services Network's iShares US Utilities ETF position peaked at $3.23M in Q4 2019.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.