Brookstone Capital Management
IDU icon

Brookstone Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Brookstone Capital Management’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
Q3 		$354K Sell
3,514
-59
-2% -$6.52K ﹤0.01% 1046
2026
Q2 		$409K Sell
3,573
-142
-4% -$16.3K ﹤0.01% 998
2026
Q1 		$431K Buy
3,715
+293
+9% +$33.3K ﹤0.01% 913
2025
Q4 		$371K Sell
3,422
-38
-1% -$4.25K ﹤0.01% 930
2025
Q3 		$384K Buy
3,460
+135
+4% +$14.6K ﹤0.01% 898
2025
Q2 		$348K Buy
3,325
+284
+9% +$29.1K ﹤0.01% 846
2025
Q1 		$308K Sell
3,041
-47,973
-94% -$4.79M ﹤0.01% 844
2024
Q4 		$4.91M Sell
51,014
-200
-0.4% -$20.2K 0.07% 256
2024
Q3 		$5.22M Sell
51,214
-1,394
-3% -$132K 0.08% 240
2024
Q2 		$4.77M Buy
+52,608
New +$4.62M 0.08% 237
2023
Q4 		– Sell
-3,176
Closed -$233K – 889
2023
Q3 		$233K Sell
3,176
-2,061
-39% -$165K 0.01% 739
2023
Q2 		$427K Sell
5,237
-3,020
-37% -$251K 0.01% 618
2023
Q1 		$706K Sell
8,257
-1,749
-17% -$146K 0.01% 523
2022
Q4 		$872K Sell
10,006
-33,768
-77% -$2.83M 0.02% 457
2022
Q3 		$3.34M Buy
43,774
+1,043
+2% +$93.9K 0.08% 210
2022
Q2 		$3.65M Sell
42,731
-26,380
-38% -$2.33M 0.08% 203
2022
Q1 		$6.4M Buy
69,111
+57,882
+515% +$4.92M 0.13% 160
2021
Q4 		$975K Buy
11,229
+6,122
+120% +$512K 0.02% 404
2021
Q3 		$413K Sell
5,107
-467
-8% -$38.6K 0.01% 538
2021
Q2 		$445K Buy
+5,574
New +$452K 0.01% 506
2015
Q4 		– Sell
-78
Closed -$4K – 485
2015
Q3 		$4K Hold
78
– – ﹤0.01% 1529
2015
Q2 		$4K Buy
+78
New +$4.29K ﹤0.01% 1617
2015
Q1 		– Sell
-135,440
Closed -$8.01M – 190
2014
Q4 		$8.01M Buy
+135,440
New +$7.68M 1.33% 19
2014
Q3 		– Sell
-46,848
Closed -$2.61M – 170
2014
Q2 		$2.61M Buy
+46,848
New +$2.5M 0.53% 21

Other funds holding IDU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Brookstone Capital Management's IDU Position: Q3 2026 in Review

Brookstone Capital Management reduced its iShares US Utilities ETF (IDU) stake by 1.7% in Q3 2026, selling an estimated $6.52K and leaving 3,514 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Brookstone Capital Management first reported a position in IDU in Q2 2014 and has held it in 24 quarters since. The position peaked at $8.01M in Q4 2014. 235 funds tracked by Wall St. Rank hold IDU as of Q3 2026.

  • Brookstone Capital Management held 3,514 shares of iShares US Utilities ETF worth $354K as of Q3 2026.
  • Brookstone Capital Management sold 59 iShares US Utilities ETF shares in Q3 2026, an estimated $6.52K.
  • iShares US Utilities ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1046 holding.
  • Brookstone Capital Management first reported a position in iShares US Utilities ETF in Q2 2014 and has held it in 24 quarters since.
  • Brookstone Capital Management's iShares US Utilities ETF position peaked at $8.01M in Q4 2014.
  • 235 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.