Ancora Advisors’s iShares US Utilities ETF IDU Stock Holding History

Ancora Advisors’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	$23.2K	Hold	200	–	–	﹤0.01%	1484
2025 Q4	$21.7K	Hold	200	–	–	﹤0.01%	1523
2025 Q3	$22.2K	Hold	200	–	–	﹤0.01%	1210
2025 Q2	$20.9K	Hold	200	–	–	﹤0.01%	1217
2025 Q1	$20.3K	Hold	200	–	–	﹤0.01%	1195
2024 Q4	$19.2K	Hold	200	–	–	﹤0.01%	1216
2024 Q3	$20.4K	Hold	200	–	–	﹤0.01%	1195
2024 Q2	$17.6K	Hold	200	–	–	﹤0.01%	1189
2024 Q1	$16.9K	Hold	200	–	–	﹤0.01%	1226
2023 Q4	$16K	Hold	200	–	–	﹤0.01%	1198
2023 Q3	$14.7K	Hold	200	–	–	﹤0.01%	1206
2023 Q2	$16.4K	Hold	200	–	–	﹤0.01%	1177
2023 Q1	$16.7K	Hold	200	–	–	﹤0.01%	1173
2022 Q4	$17K	Hold	200	–	–	﹤0.01%	1226
2022 Q3	$16K	Hold	200	–	–	﹤0.01%	1396
2022 Q2	$17K	Hold	200	–	–	﹤0.01%	1484
2022 Q1	$18K	Hold	200	–	–	﹤0.01%	1575
2021 Q4	$18K	Hold	200	–	–	﹤0.01%	1620
2021 Q3	$16K	Hold	200	–	–	﹤0.01%	1550
2021 Q2	$16K	Hold	200	–	–	﹤0.01%	1413
2021 Q1	$16K	Hold	200	–	–	﹤0.01%	1351
2020 Q4	$16K	Hold	200	–	–	﹤0.01%	1109
2020 Q3	$15K	Hold	200	–	–	﹤0.01%	1063
2020 Q2	$14K	Hold	200	–	–	﹤0.01%	1051
2020 Q1	$14K	Hold	200	–	–	﹤0.01%	1122
2019 Q4	$16K	Buy	+200	New	+$15.9K	﹤0.01%	1098
2018 Q4	–	Sell	-200	Closed	-$13K	–	884
2018 Q3	$13K	Buy	+200	New	+$13.5K	﹤0.01%	1152
2017 Q1	–	Sell	-400	Closed	-$24K	–	826
2016 Q4	$24K	Buy	+400	New	+$23.9K	﹤0.01%	907

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

Ancora Advisors's IDU Position: Q1 2026 in Review

Ancora Advisors held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 200 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Ancora Advisors first reported a position in IDU in Q4 2016 and has held it in 28 quarters since. The position peaked at $24K in Q4 2016. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Ancora Advisors held 200 shares of iShares US Utilities ETF worth $23.2K as of Q1 2026.
Ancora Advisors left its iShares US Utilities ETF share count unchanged in Q1 2026.
iShares US Utilities ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1484 holding.
Ancora Advisors first reported a position in iShares US Utilities ETF in Q4 2016 and has held it in 28 quarters since.
Ancora Advisors's iShares US Utilities ETF position peaked at $24K in Q4 2016.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.