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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-1,251	Closed	-$139K	–	1491
2025 Q3	$139K	Sell	1,251 -45	-3%	-$4.85K	0.01%	727
2025 Q2	$136K	Buy	+1,296	New	+$133K	0.01%	863
2023 Q2	–	Sell	-1,535	Closed	-$129K	–	1492
2023 Q1	$129K	Sell	1,535 -1,044	-40%	-$87.1K	0.01%	913
2022 Q4	$223K	Buy	+2,579	New	+$216K	0.01%	793

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameritas Advisory Services's IDU Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares US Utilities ETF (IDU) in Q4 2025, closing a stake of 1,251 shares — an estimated $139K sold.

Ameritas Advisory Services first reported a position in IDU in Q4 2022 and held it in 4 quarters. The position peaked at $223K in Q4 2022. 308 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

Ameritas Advisory Services reported no remaining iShares US Utilities ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,251 iShares US Utilities ETF shares in Q4 2025, an estimated $139K.
Ameritas Advisory Services first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 4 quarters.
Ameritas Advisory Services's iShares US Utilities ETF position peaked at $223K in Q4 2022.
308 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.