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Brendel Financial Advisors’s iShares US Utilities ETF IDU Stock Holding History

Brendel Financial 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
2026
Q1 		– Sell
-8,019
Closed -$869K – 108
2025
Q4 		$869K Sell
8,019
-560
-7% -$62.6K 0.43% 56
2025
Q3 		$951K Buy
+8,579
New +$925K 0.49% 53

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brendel Financial Advisors's IDU Position: Q1 2026 in Review

Brendel Financial Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 8,019 shares — an estimated $869K sold.

Brendel Financial Advisors first reported a position in IDU in Q3 2025 and held it in 2 quarters. The position peaked at $951K in Q3 2025. 302 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Brendel Financial Advisors reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Brendel Financial Advisors sold 8,019 iShares US Utilities ETF shares in Q1 2026, an estimated $869K.
  • Brendel Financial Advisors first reported a position in iShares US Utilities ETF in Q3 2025 and held it in 2 quarters.
  • Brendel Financial Advisors's iShares US Utilities ETF position peaked at $951K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Brendel Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.