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

Axxcess 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	-3,161	Closed	-$304K	–	895
2024 Q4	$304K	Sell	3,161 -21	-0.7%	-$2.12K	0.01%	674
2024 Q3	$325K	Buy	3,182 +424	+15%	+$40.1K	0.01%	669
2024 Q2	$242K	Buy	+2,758	New	+$242K	0.01%	725
2023 Q2	–	Sell	-4,372	Closed	-$366K	–	641
2023 Q1	$366K	Buy	+4,372	New	+$365K	0.03%	438

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

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

Axxcess Wealth Management sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 3,161 shares — an estimated $304K sold.

Axxcess Wealth Management first reported a position in IDU in Q1 2023 and held it in 4 quarters. The position peaked at $366K in Q1 2023. 252 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

Axxcess Wealth Management reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
Axxcess Wealth Management sold 3,161 iShares US Utilities ETF shares in Q1 2025, an estimated $304K.
Axxcess Wealth Management first reported a position in iShares US Utilities ETF in Q1 2023 and held it in 4 quarters.
Axxcess Wealth Management's iShares US Utilities ETF position peaked at $366K in Q1 2023.
252 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.