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

CarsonAllaria 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 Q3	–	Sell	-87	Closed	-$9.18K	–	193
2025 Q2	$9.18K	Hold	87	–	–	﹤0.01%	255
2025 Q1	$8.91K	Hold	87	–	–	0.01%	257
2024 Q4	$8.45K	Hold	87	–	–	﹤0.01%	259
2024 Q3	$8.96K	Hold	87	–	–	0.01%	264
2024 Q2	$7.72K	Hold	87	–	–	﹤0.01%	273
2024 Q1	$7.42K	Hold	87	–	–	﹤0.01%	265
2023 Q4	$7.02K	Hold	87	–	–	0.01%	242
2023 Q3	$6.46K	Hold	87	–	–	0.01%	237
2023 Q2	$7.18K	Hold	87	–	–	0.01%	244
2023 Q1	$7.31K	Buy	87 +1	+1%	+$83	0.01%	231
2022 Q4	$8K	Hold	86	–	–	0.01%	206
2022 Q3	$7K	Buy	86 +1	+1%	+$90	0.01%	212
2022 Q2	$7K	Hold	85	–	–	0.01%	211
2022 Q1	$8K	Buy	85 +1	+1%	+$85	0.01%	211
2021 Q4	$7K	Buy	+84	New	+$7.03K	0.01%	233

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CarsonAllaria Wealth Management's IDU Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares US Utilities ETF (IDU) in Q3 2025, closing a stake of 87 shares — an estimated $9.18K sold.

CarsonAllaria Wealth Management first reported a position in IDU in Q4 2021 and held it in 15 quarters. The position peaked at $9.18K in Q2 2025. 272 funds tracked by Wall St. Rank hold IDU as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining iShares US Utilities ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 87 iShares US Utilities ETF shares in Q3 2025, an estimated $9.18K.
CarsonAllaria Wealth Management first reported a position in iShares US Utilities ETF in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's iShares US Utilities ETF position peaked at $9.18K in Q2 2025.
272 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.