AWM
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AE Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

AE Wealth 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
Q1 		$7.98M Sell
68,690
-27,239
-28% -$3.1M 0.04% 324
2025
Q4 		$10.4M Sell
95,929
-19
-0% -$2.12K 0.06% 277
2025
Q3 		$10.6M Buy
95,948
+14,252
+17% +$1.54M 0.07% 260
2025
Q2 		$8.54M Buy
81,696
+40,231
+97% +$4.12M 0.06% 275
2025
Q1 		$4.21M Sell
41,465
-68,264
-62% -$6.82M 0.04% 373
2024
Q4 		$10.6M Sell
109,729
-3,293
-3% -$332K 0.09% 236
2024
Q3 		$11.5M Buy
113,022
+74,866
+196% +$7.09M 0.1% 213
2024
Q2 		$3.35M Buy
38,156
+3,232
+9% +$284K 0.03% 412
2024
Q1 		$2.95M Sell
34,924
-697
-2% -$55.6K 0.03% 408
2023
Q4 		$2.77M Buy
35,621
+32,111
+915% +$2.46M 0.01% 797
2023
Q3 		$258K Buy
3,510
+80
+2% +$6.42K ﹤0.01% 1672
2023
Q2 		$280K Sell
3,430
-201
-6% -$16.7K ﹤0.01% 1635
2023
Q1 		$304K Buy
3,631
+130
+4% +$10.8K ﹤0.01% 1550
2022
Q4 		$303K Sell
3,501
-521
-13% -$43.7K ﹤0.01% 1497
2022
Q3 		$326K Sell
4,022
-260
-6% -$23.4K ﹤0.01% 1440
2022
Q2 		$367K Sell
4,282
-5,037
-54% -$445K ﹤0.01% 1348
2022
Q1 		$848K Buy
9,319
+4,651
+100% +$396K 0.01% 974
2021
Q4 		$413K Sell
4,668
-1,539
-25% -$129K ﹤0.01% 1333
2021
Q3 		$490K Sell
6,207
-29,090
-82% -$2.4M ﹤0.01% 1175
2021
Q2 		$2.77M Buy
35,297
+3,444
+11% +$279K 0.02% 539
2021
Q1 		$2.53M Buy
31,853
+5,649
+22% +$435K 0.03% 504
2020
Q4 		$2.03M Buy
26,204
+2,638
+11% +$206K 0.02% 490
2020
Q3 		$1.72M Sell
23,566
-662
-3% -$48.6K 0.02% 473
2020
Q2 		$1.7M Sell
24,228
-8,110
-25% -$580K 0.03% 457
2020
Q1 		$2.23M Buy
32,338
+20,238
+167% +$1.61M 0.05% 283
2019
Q4 		$980K Sell
12,100
-19,822
-62% -$1.58M 0.02% 539
2019
Q3 		$2.6M Buy
31,922
+28,260
+772% +$2.2M 0.08% 221
2019
Q2 		$276K Buy
+3,662
New +$272K 0.01% 786

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

AE Wealth Management's IDU Position: Q1 2026 in Review

AE Wealth Management reduced its iShares US Utilities ETF (IDU) stake by 28% in Q1 2026, selling an estimated $3.1M and leaving 68,690 shares worth $7.98M. The position accounts for 0.04% of the portfolio, ranked #324.

AE Wealth Management first reported a position in IDU in Q2 2019 and has held it in 28 quarters since. The position peaked at $11.5M in Q3 2024. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • AE Wealth Management held 68,690 shares of iShares US Utilities ETF worth $7.98M as of Q1 2026.
  • AE Wealth Management sold 27,239 iShares US Utilities ETF shares in Q1 2026, an estimated $3.1M.
  • iShares US Utilities ETF made up 0.04% of AE Wealth Management's portfolio in Q1 2026, its #324 holding.
  • AE Wealth Management first reported a position in iShares US Utilities ETF in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's iShares US Utilities ETF position peaked at $11.5M in Q3 2024.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.