Avior Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Avior Wealth Management’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	-100	Closed	-$100	–	1486
2024 Q4	$100	Hold	100	–	–	﹤0.01%	2410
2024 Q3	$100	Hold	100	–	–	﹤0.01%	2263
2024 Q2	$100	Hold	100	–	–	﹤0.01%	2213
2024 Q1	$100	Hold	100	–	–	﹤0.01%	3194
2023 Q4	$100	Hold	100	–	–	﹤0.01%	1492
2023 Q3	$100	Hold	100	–	–	﹤0.01%	1557
2023 Q2	$100	Hold	100	–	–	﹤0.01%	1526
2023 Q1	$100	Hold	100	–	–	﹤0.01%	1586
2022 Q4	$100	Sell	100 -119	-54%	-$9.99K	﹤0.01%	1247
2022 Q3	$9K	Buy	219 +119	+119%	+$10.7K	﹤0.01%	866
2022 Q2	$0	Buy	+100	New	+$8.84K	﹤0.01%	1139

Other funds holding IDU

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

DWM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avior Wealth Management's IDU Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 100 shares — an estimated $100 sold.

Avior Wealth Management first reported a position in IDU in Q2 2022 and held it in 11 quarters. The position peaked at $9K in Q3 2022. 252 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

Avior Wealth Management reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 100 iShares US Utilities ETF shares in Q1 2025, an estimated $100.
Avior Wealth Management first reported a position in iShares US Utilities ETF in Q2 2022 and held it in 11 quarters.
Avior Wealth Management's iShares US Utilities ETF position peaked at $9K in Q3 2022.
252 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.