Armstrong Fleming & Moore’s iShares US Utilities ETF IDU Stock Holding History

Armstrong Fleming & Moore’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 Q2	–	Sell	-10,235	Closed	-$1.04M	–	121
2025 Q1	$1.04M	Buy	+10,235	New	+$1.02M	1.26%	21

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Armstrong Fleming & Moore's IDU Position: Q2 2025 in Review

Armstrong Fleming & Moore sold out of iShares US Utilities ETF (IDU) in Q2 2025, closing a stake of 10,235 shares — an estimated $1.04M sold.

Armstrong Fleming & Moore first reported a position in IDU in Q1 2025 and held it in 1 quarter. The position peaked at $1.04M in Q1 2025. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

Armstrong Fleming & Moore reported no remaining iShares US Utilities ETF position as of Q2 2025 after selling out during the quarter.
Armstrong Fleming & Moore sold 10,235 iShares US Utilities ETF shares in Q2 2025, an estimated $1.04M.
Armstrong Fleming & Moore first reported a position in iShares US Utilities ETF in Q1 2025 and held it in 1 quarter.
Armstrong Fleming & Moore's iShares US Utilities ETF position peaked at $1.04M in Q1 2025.
264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Armstrong Fleming & Moore's 13F filing for Q2 2025, filed 23 Jul 2025.