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

Capital A Wealth 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
2025
Q2 		– Sell
-458
Closed -$46.5K – 627
2025
Q1 		$46.5K Hold
458
– – 0.05% 154
2024
Q4 		$44.1K Buy
+458
New +$46.1K 0.07% 163

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Capital A Wealth Management's IDU Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares US Utilities ETF (IDU) in Q2 2025, closing a stake of 458 shares — an estimated $46.5K sold.

Capital A Wealth Management first reported a position in IDU in Q4 2024 and held it in 2 quarters. The position peaked at $46.5K in Q1 2025. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares US Utilities ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 458 iShares US Utilities ETF shares in Q2 2025, an estimated $46.5K.
  • Capital A Wealth Management first reported a position in iShares US Utilities ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares US Utilities ETF position peaked at $46.5K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.