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Balboa Wealth Partners’s iShares US Utilities ETF IDU Stock Holding History

Balboa Wealth 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
2026
Q1 		– Sell
-25,244
Closed -$2.74M – 474
2025
Q4 		$2.74M Sell
25,244
-498
-2% -$55.7K 0.45% 40
2025
Q3 		$2.85M Buy
+25,742
New +$2.78M 0.49% 38
2025
Q1 		– Sell
-23,266
Closed -$2.24M – 349
2024
Q4 		$2.24M Sell
23,266
-7,161
-24% -$722K 0.51% 38
2024
Q3 		$3.1M Sell
30,427
-34
-0.1% -$3.22K 0.77% 20
2024
Q2 		$2.68M Buy
+30,461
New +$2.68M 0.71% 23

Other funds holding IDU

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Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return