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

Apexium 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
2025 Q3	$374K	Hold	3,372	–	–	0.02%	223
2025 Q2	$353K	Hold	3,372	–	–	0.02%	216
2025 Q1	$342K	Hold	3,372	–	–	0.02%	210
2024 Q4	$324K	Hold	3,372	–	–	0.02%	201
2024 Q3	$344K	Sell	3,372 -100	-3%	-$9.47K	0.02%	176
2024 Q2	$305K	Sell	3,472 -6	-0.2%	-$527	0.02%	178
2024 Q1	$294K	Sell	3,478 -8	-0.2%	-$638	0.02%	183
2023 Q4	$279K	Sell	3,486 -125	-3%	-$9.58K	0.02%	221
2023 Q3	$268K	Sell	3,611 -6	-0.2%	-$481	0.03%	180
2023 Q2	$296K	Hold	3,617	–	–	0.03%	177
2023 Q1	$303K	Sell	3,617 -154	-4%	-$12.9K	0.03%	171
2022 Q4	$326K	Sell	3,771 -95	-2%	-$7.97K	0.03%	160
2022 Q3	$314K	Buy	+3,866	New	+$348K	0.04%	149

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

PRS

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 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

Apexium Financial's IDU Position: Q3 2025 in Review

Apexium Financial held its iShares US Utilities ETF (IDU) position steady in Q3 2025 at 3,372 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #223.

Apexium Financial first reported a position in IDU in Q3 2022 and has held it in 13 quarters since. 272 funds tracked by Wall St. Rank hold IDU as of Q3 2025.

Apexium Financial held 3,372 shares of iShares US Utilities ETF worth $374K as of Q3 2025.
Apexium Financial left its iShares US Utilities ETF share count unchanged in Q3 2025.
iShares US Utilities ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #223 holding.
Apexium Financial first reported a position in iShares US Utilities ETF in Q3 2022 and has held it in 13 quarters since.
272 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.