Capital Analysts LLC’s iShares US Utilities ETF IDU Stock Holding History

Capital Analysts LLC’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	$116K	Hold	1,001	–	–	﹤0.01%	759
2025 Q4	$108K	Hold	1,001	–	–	﹤0.01%	751
2025 Q3	$111K	Hold	1,001	–	–	﹤0.01%	702
2025 Q2	$105K	Hold	1,001	–	–	﹤0.01%	654
2025 Q1	$102K	Hold	1,001	–	–	﹤0.01%	638
2024 Q4	$96K	Hold	1,001	–	–	﹤0.01%	620
2024 Q3	$102K	Buy	1,001 +101	+11%	+$9.56K	﹤0.01%	583
2024 Q2	$79K	Hold	900	–	–	﹤0.01%	624
2024 Q1	$76K	Hold	900	–	–	﹤0.01%	591
2023 Q4	$72K	Buy	+900	New	+$69K	﹤0.01%	585
2021 Q4	–	Sell	-50	Closed	-$4K	–	1012
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	878
2021 Q2	$4K	Buy	50 +1	+2%	+$81	﹤0.01%	833
2021 Q1	$4K	Buy	+49	New	+$3.77K	﹤0.01%	891

Other funds holding IDU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Analysts LLC's IDU Position: Q1 2026 in Review

Capital Analysts LLC held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 1,001 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Capital Analysts LLC first reported a position in IDU in Q1 2021 and has held it in 13 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Capital Analysts LLC held 1,001 shares of iShares US Utilities ETF worth $116K as of Q1 2026.
Capital Analysts LLC left its iShares US Utilities ETF share count unchanged in Q1 2026.
iShares US Utilities ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #759 holding.
Capital Analysts LLC first reported a position in iShares US Utilities ETF in Q1 2021 and has held it in 13 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.