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

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

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

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

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return