Centaurus Financial’s iShares US Utilities ETF IDU Stock Holding History

Centaurus Financial’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	–	Sell	-2,893	Closed	-$313K	–	1098
2025 Q4	$313K	Buy	2,893 +424	+17%	+$47.4K	0.01%	669
2025 Q3	$274K	Buy	+2,469	New	+$266K	0.01%	695
2019 Q1	–	Sell	-6,000	Closed	-$431K	–	561
2018 Q4	$431K	Buy	+6,000	New	+$413K	0.1%	212
2018 Q3	–	Sell	-100	Closed	-$7K	–	1230
2018 Q2	$7K	Buy	+100	New	+$6.38K	﹤0.01%	1673

Other funds holding IDU

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centaurus Financial's IDU Position: Q1 2026 in Review

Centaurus Financial sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 2,893 shares — an estimated $313K sold.

Centaurus Financial first reported a position in IDU in Q2 2018 and held it in 4 quarters. The position peaked at $431K in Q4 2018. 302 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Centaurus Financial reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
Centaurus Financial sold 2,893 iShares US Utilities ETF shares in Q1 2026, an estimated $313K.
Centaurus Financial first reported a position in iShares US Utilities ETF in Q2 2018 and held it in 4 quarters.
Centaurus Financial's iShares US Utilities ETF position peaked at $431K in Q4 2018.
302 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.