Bensler’s iShares US Utilities ETF IDU Stock Holding History

Bensler’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	-243,010	Closed	-$23.4M	–	162
2024 Q4	$23.4M	Buy	243,010 +17,151	+8%	+$1.73M	2.78%	6
2024 Q3	$23M	Buy	225,859 +37,200	+20%	+$3.52M	2.91%	6
2024 Q2	$16.6M	Buy	188,659 +181,853	+2,672%	+$16M	2.23%	12
2024 Q1	$575K	Buy	6,806 +2,909	+75%	+$232K	0.08%	104
2023 Q4	$312K	Buy	3,897 +57	+1%	+$4.37K	0.05%	127
2023 Q3	$283K	Hold	3,840	–	–	0.05%	129
2023 Q2	$314K	Buy	3,840 +18	+0.5%	+$1.5K	0.06%	124
2023 Q1	$320K	Buy	3,822 +21	+0.6%	+$1.75K	0.06%	117
2022 Q4	$329K	Buy	3,801 +23	+0.6%	+$1.93K	0.07%	115
2022 Q3	$306K	Buy	3,778 +26	+0.7%	+$2.34K	0.07%	117
2022 Q2	$321K	Buy	3,752 +19	+0.5%	+$1.68K	0.08%	115
2022 Q1	$340K	Buy	+3,733	New	+$318K	0.07%	117

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

Bensler's IDU Position: Q1 2025 in Review

Bensler sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 243,010 shares — an estimated $23.4M sold.

Bensler first reported a position in IDU in Q1 2022 and held it in 12 quarters. The position peaked at $23.4M in Q4 2024. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

Bensler reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
Bensler sold 243,010 iShares US Utilities ETF shares in Q1 2025, an estimated $23.4M.
Bensler first reported a position in iShares US Utilities ETF in Q1 2022 and held it in 12 quarters.
Bensler's iShares US Utilities ETF position peaked at $23.4M in Q4 2024.
251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Bensler's 13F filing for Q1 2025, filed 16 Apr 2025.