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Bellwether Advisors’s iShares US Utilities ETF IDU Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-29
Closed -$3.03K – 333
2025
Q2 		$3.03K Hold
29
– – ﹤0.01% 464
2025
Q1 		$2.94K Hold
29
– – ﹤0.01% 413
2024
Q4 		$2.79K Buy
+29
New +$2.92K ﹤0.01% 420
2024
Q3 		– Sell
-35,344
Closed -$3.11M – 133
2024
Q2 		$3.11M Buy
35,344
+249
+0.7% +$21.9K 0.65% 36
2024
Q1 		$2.97M Sell
35,095
-25,327
-42% -$2.02M 0.65% 40
2023
Q4 		$4.83M Sell
60,422
-2,819
-4% -$216K 1.19% 24
2023
Q3 		$4.65M Buy
+63,241
New +$5.07M 1.27% 19

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bellwether Advisors's IDU Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares US Utilities ETF (IDU) in Q3 2025, closing a stake of 29 shares — an estimated $3.03K sold.

Bellwether Advisors first reported a position in IDU in Q3 2023 and held it in 7 quarters. The position peaked at $4.83M in Q4 2023. 272 funds tracked by Wall St. Rank hold IDU as of Q3 2025.

  • Bellwether Advisors reported no remaining iShares US Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 29 iShares US Utilities ETF shares in Q3 2025, an estimated $3.03K.
  • Bellwether Advisors first reported a position in iShares US Utilities ETF in Q3 2023 and held it in 7 quarters.
  • Bellwether Advisors's iShares US Utilities ETF position peaked at $4.83M in Q4 2023.
  • 272 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.