Baird Financial Group’s iShares US Utilities ETF IDU Stock Holding History

Baird Financial Group’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	–	Sell	-4,037	Closed	-$409K	–	1811
2025 Q1	$409K	Sell	4,037 -697	-15%	-$69.6K	﹤0.01%	1451
2024 Q4	$455K	Buy	+4,734	New	+$477K	﹤0.01%	1415
2021 Q2	–	Sell	-2,784	Closed	-$221K	–	1756
2021 Q1	$221K	Buy	+2,784	New	+$214K	﹤0.01%	1615
2020 Q1	–	Sell	-3,500	Closed	-$284K	–	1491
2019 Q4	$284K	Buy	3,500 +52	+2%	+$4.15K	﹤0.01%	1342
2019 Q3	$281K	Buy	+3,448	New	+$268K	﹤0.01%	1338
2019 Q2	–	Sell	-23,918	Closed	-$1.76M	–	1541
2019 Q1	$1.76M	Buy	+23,918	New	+$1.69M	0.01%	703

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Baird Financial Group's IDU Position: Q2 2025 in Review

Baird Financial Group sold out of iShares US Utilities ETF (IDU) in Q2 2025, closing a stake of 4,037 shares — an estimated $409K sold.

Baird Financial Group first reported a position in IDU in Q1 2019 and held it in 6 quarters. The position peaked at $1.76M in Q1 2019. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

Baird Financial Group reported no remaining iShares US Utilities ETF position as of Q2 2025 after selling out during the quarter.
Baird Financial Group sold 4,037 iShares US Utilities ETF shares in Q2 2025, an estimated $409K.
Baird Financial Group first reported a position in iShares US Utilities ETF in Q1 2019 and held it in 6 quarters.
Baird Financial Group's iShares US Utilities ETF position peaked at $1.76M in Q1 2019.
264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Baird Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.