B
IDU icon

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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return