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Carolinas Wealth Consulting’s iShares US Utilities ETF IDU Stock Holding History

Carolinas Wealth Consulting’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
-945
Closed -$95.9K – 435
2025
Q1 		$95.9K Sell
945
-1
-0.1% -$100 0.02% 247
2024
Q4 		$90.9K Hold
946
– – 0.02% 266
2024
Q3 		$96.4K Hold
946
– – 0.02% 270
2024
Q2 		$83.1K Buy
946
+1
+0.1% +$88 0.02% 287
2024
Q1 		$79.9K Hold
945
– – 0.02% 306
2023
Q4 		$75.6K Hold
945
– – 0.02% 276
2023
Q3 		$70.5K Sell
945
-938
-50% -$75.3K 0.02% 270
2023
Q2 		$154K Buy
1,883
+5
+0.3% +$416 0.03% 200
2023
Q1 		$157K Buy
1,878
+6
+0.3% +$501 0.03% 200
2022
Q4 		$162K Buy
1,872
+6
+0.3% +$504 0.04% 193
2022
Q3 		$151K Buy
1,866
+12
+0.6% +$1.08K 0.04% 179
2022
Q2 		$159K Buy
1,854
+9
+0.5% +$795 0.04% 184
2022
Q1 		$168K Buy
1,845
+11
+0.6% +$936 0.04% 190
2021
Q4 		$162K Buy
1,834
+10
+0.5% +$836 0.04% 206
2021
Q3 		$144K Buy
1,824
+12
+0.7% +$991 0.03% 203
2021
Q2 		$142K Buy
1,812
+12
+0.7% +$973 0.03% 217
2021
Q1 		$143K Buy
1,800
+13
+0.7% +$1K 0.03% 212
2020
Q4 		$139K Sell
1,787
-747
-29% -$58.2K 0.04% 193
2020
Q3 		$185K Buy
2,534
+22
+0.9% +$1.61K 0.06% 137
2020
Q2 		$176K Buy
2,512
+18
+0.7% +$1.29K 0.07% 113
2020
Q1 		$172K Buy
2,494
+900
+56% +$71.8K 0.09% 101
2019
Q4 		$129K Buy
+1,594
New +$127K 0.13% 62

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Carolinas Wealth Consulting's IDU Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares US Utilities ETF (IDU) in Q2 2025, closing a stake of 945 shares — an estimated $95.9K sold.

Carolinas Wealth Consulting first reported a position in IDU in Q4 2019 and held it in 22 quarters. The position peaked at $185K in Q3 2020. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares US Utilities ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 945 iShares US Utilities ETF shares in Q2 2025, an estimated $95.9K.
  • Carolinas Wealth Consulting first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares US Utilities ETF position peaked at $185K in Q3 2020.
  • 264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.