Atria Investments’s iShares US Utilities ETF IDU Stock Holding History

Atria Investments’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	$1.33M	Buy	11,412 +2,038	+22%	+$232K	0.01%	904
2025 Q4	$1.02M	Buy	9,374 +752	+9%	+$84K	0.01%	1051
2025 Q3	$956K	Buy	8,622 +730	+9%	+$78.7K	0.01%	1076
2025 Q2	$825K	Buy	+7,892	New	+$808K	0.01%	1144
2020 Q1	–	Sell	-2,884	Closed	-$234K	–	834
2019 Q4	$234K	Buy	+2,884	New	+$230K	0.01%	1083
2017 Q4	–	Sell	-53,814	Closed	-$3.58M	–	846
2017 Q3	$3.58M	Buy	+53,814	New	+$3.62M	0.19%	94
2016 Q2	–	Sell	-7,362	Closed	-$455K	–	486
2016 Q1	$455K	Buy	+7,362	New	+$423K	0.05%	264
2015 Q1	–	Sell	-239,198	Closed	-$14.1M	–	419
2014 Q4	$14.1M	Buy	+239,198	New	+$13.6M	1.5%	16
2014 Q3	–	Sell	-199,598	Closed	-$11.1M	–	470
2014 Q2	$11.1M	Buy	+199,598	New	+$10.7M	1.11%	19
2013 Q4	–	Sell	-295,140	Closed	-$13.9M	–	452
2013 Q3	$13.9M	Buy	295,140 +52,024	+21%	+$2.49M	1.44%	18
2013 Q2	$11.5M	Buy	+243,116	New	+$11.9M	1.4%	18

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

Atria Investments's IDU Position: Q1 2026 in Review

Atria Investments increased its iShares US Utilities ETF (IDU) stake by 22% in Q1 2026, buying an estimated $232K and bringing the position to 11,412 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #904.

Atria Investments first reported a position in IDU in Q2 2013 and has held it in 11 quarters since. The position peaked at $14.1M in Q4 2014. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Atria Investments held 11,412 shares of iShares US Utilities ETF worth $1.33M as of Q1 2026.
Atria Investments bought 2,038 iShares US Utilities ETF shares in Q1 2026, an estimated $232K.
iShares US Utilities ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #904 holding.
Atria Investments first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 11 quarters since.
Atria Investments's iShares US Utilities ETF position peaked at $14.1M in Q4 2014.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.