Atria Wealth Solutions’s iShares US Utilities ETF IDU Stock Holding History

Atria Wealth Solutions’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	$572K	Sell	5,466 -1,430	-21%	-$146K	0.01%	856
2025 Q1	$699K	Sell	6,896 -4,534	-40%	-$453K	0.01%	1034
2024 Q4	$1.1M	Sell	11,430 -2,458	-18%	-$248K	0.01%	892
2024 Q3	$1.42M	Buy	13,888 +1,221	+10%	+$116K	0.02%	784
2024 Q2	$1.11M	Sell	12,667 -5,342	-30%	-$469K	0.01%	848
2024 Q1	$1.52M	Sell	18,009 -1,289	-7%	-$103K	0.02%	725
2023 Q4	$1.54M	Sell	19,298 -1,491	-7%	-$114K	0.02%	695
2023 Q3	$1.54M	Sell	20,789 -1,554	-7%	-$125K	0.02%	644
2023 Q2	$1.83M	Buy	22,343 +766	+4%	+$63.8K	0.02%	595
2023 Q1	$1.81M	Buy	21,577 +804	+4%	+$67.1K	0.03%	576
2022 Q4	$1.8M	Buy	20,773 +1,345	+7%	+$113K	0.03%	553
2022 Q3	$1.58M	Buy	19,428 +526	+3%	+$47.3K	0.03%	564
2022 Q2	$1.62M	Buy	18,902 +6,359	+51%	+$562K	0.03%	510
2022 Q1	$1.14M	Buy	+12,543	New	+$1.07M	0.02%	674

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Atria Wealth Solutions's IDU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares US Utilities ETF (IDU) stake by 21% in Q2 2025, selling an estimated $146K and leaving 5,466 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #856.

Atria Wealth Solutions first reported a position in IDU in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.83M in Q2 2023. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

Atria Wealth Solutions held 5,466 shares of iShares US Utilities ETF worth $572K as of Q2 2025.
Atria Wealth Solutions sold 1,430 iShares US Utilities ETF shares in Q2 2025, an estimated $146K.
iShares US Utilities ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #856 holding.
Atria Wealth Solutions first reported a position in iShares US Utilities ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares US Utilities ETF position peaked at $1.83M in Q2 2023.
264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.