AWM
IDU icon

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

Apollon 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 		$531K Sell
4,572
-1,254
-22% -$143K 0.01% 829
2025
Q4 		$631K Buy
+5,826
New +$651K 0.01% 745
2025
Q1 		– Sell
-126,126
Closed -$12.1M – 1242
2024
Q4 		$12.1M Sell
126,126
-5,997
-5% -$604K 0.28% 69
2024
Q3 		$13.5M Buy
132,123
+122,611
+1,289% +$11.6M 0.38% 53
2024
Q2 		$836K Buy
+9,512
New +$836K 0.03% 520
2020
Q3 		– Sell
-260
Closed -$18K – 387
2020
Q2 		$18K Buy
+260
New +$18.6K 0.01% 386

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DWM
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Morgan Stanley
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Bank of America
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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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return