Aveo Capital Partners’s iShares US Utilities ETF IDU Stock Holding History

Aveo Capital Partners’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 Q1	–	Sell	-5,809	Closed	-$559K	–	245
2024 Q4	$559K	Buy	5,809 +3,303	+132%	+$333K	0.06%	189
2024 Q3	$256K	Hold	2,506	–	–	0.03%	300
2024 Q2	$220K	Buy	+2,506	New	+$220K	0.03%	297
2020 Q1	–	Sell	-3,388	Closed	-$275K	–	172
2019 Q4	$275K	Hold	3,388	–	–	0.11%	155
2019 Q3	$270K	Hold	3,388	–	–	0.11%	145
2019 Q2	$256K	Buy	+3,388	New	+$252K	0.11%	152
2018 Q1	–	Sell	-31,088	Closed	-$2.06M	–	149
2017 Q4	$2.06M	Buy	31,088 +27,878	+868%	+$1.92M	0.69%	22
2017 Q3	$213K	Buy	+3,210	New	+$216K	0.07%	123

Other funds holding IDU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Aveo Capital Partners's IDU Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 5,809 shares — an estimated $559K sold.

Aveo Capital Partners first reported a position in IDU in Q3 2017 and held it in 8 quarters. The position peaked at $2.06M in Q4 2017. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

Aveo Capital Partners reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 5,809 iShares US Utilities ETF shares in Q1 2025, an estimated $559K.
Aveo Capital Partners first reported a position in iShares US Utilities ETF in Q3 2017 and held it in 8 quarters.
Aveo Capital Partners's iShares US Utilities ETF position peaked at $2.06M in Q4 2017.
251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.