Arete Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

Arete Wealth 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	$6.98M	Buy	+60,100	New	+$6.83M	0.52%	46
2025 Q3	–	Sell	-37,698	Closed	-$3.94M	–	782
2025 Q2	$3.94M	Buy	37,698 +212	+0.6%	+$21.7K	0.28%	78
2025 Q1	$3.8M	Buy	+37,486	New	+$3.74M	0.29%	76

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

Arete Wealth Advisors's IDU Position: Q1 2026 in Review

Arete Wealth Advisors opened a new position in iShares US Utilities ETF (IDU) in Q1 2026: 60,100 shares worth $6.98M. The stake represents 0.52% of the portfolio and ranks #46 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in IDU as recently as Q2 2025.

Arete Wealth Advisors first reported a position in IDU in Q1 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Arete Wealth Advisors held 60,100 shares of iShares US Utilities ETF worth $6.98M as of Q1 2026.
iShares US Utilities ETF was a new Arete Wealth Advisors position in Q1 2026.
iShares US Utilities ETF made up 0.52% of Arete Wealth Advisors's portfolio in Q1 2026, its #46 holding.
Arete Wealth Advisors first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 3 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.