Cetera Investment Advisers’s iShares US Utilities ETF IDU Stock Holding History

Cetera Investment Advisers’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	$7.92M	Buy	68,169 +6,586	+11%	+$749K	0.01%	1211
2025 Q4	$6.67M	Sell	61,583 -549	-0.9%	-$61.4K	0.01%	1276
2025 Q3	$6.89M	Buy	62,132 +22,028	+55%	+$2.38M	0.01%	1192
2025 Q2	$4.19M	Buy	40,104 +6,114	+18%	+$626K	0.01%	1310
2025 Q1	$3.45M	Sell	33,990 -30,812	-48%	-$3.08M	0.01%	1356
2024 Q4	$6.23M	Buy	64,802 +35,751	+123%	+$3.6M	0.01%	931
2024 Q3	$2.96M	Buy	29,051 +2,500	+9%	+$237K	0.01%	1332
2024 Q2	$2.33M	Buy	26,551 +5,052	+23%	+$444K	0.01%	1453
2024 Q1	$1.82M	Buy	21,499 +13,070	+155%	+$1.04M	﹤0.01%	1621
2023 Q4	$674K	Sell	8,429 -716	-8%	-$54.9K	0.01%	1328
2023 Q3	$673K	Sell	9,145 -1,175	-11%	-$94.3K	0.01%	1269
2023 Q2	$844K	Buy	10,320 +934	+10%	+$77.8K	0.01%	1134
2023 Q1	$786K	Sell	9,386 -22,144	-70%	-$1.85M	0.01%	1155
2022 Q4	$2.73M	Buy	31,530 +1,386	+5%	+$116K	0.03%	589
2022 Q3	$2.45M	Buy	30,144 +10,064	+50%	+$906K	0.05%	396
2022 Q2	$1.72M	Sell	20,080 -155	-0.8%	-$13.7K	0.03%	582
2022 Q1	$1.84M	Buy	20,235 +959	+5%	+$81.6K	0.03%	589
2021 Q4	$1.71M	Buy	19,276 +2,734	+17%	+$229K	0.02%	613
2021 Q3	$1.31M	Sell	16,542 -384	-2%	-$31.7K	0.02%	678
2021 Q2	$1.33M	Sell	16,926 -2,267	-12%	-$184K	0.02%	664
2021 Q1	$1.53M	Sell	19,193 -1,510	-7%	-$116K	0.03%	507
2020 Q4	$1.61M	Buy	20,703 +8,007	+63%	+$624K	0.03%	494
2020 Q3	$927K	Sell	12,696 -416	-3%	-$30.5K	0.08%	272
2020 Q2	$919K	Buy	13,112 +4,154	+46%	+$297K	0.09%	252
2020 Q1	$619K	Buy	8,958 +1,784	+25%	+$142K	0.08%	266
2019 Q4	$582K	Sell	7,174 -218	-3%	-$17.4K	0.06%	311
2019 Q3	$602K	Buy	7,392 +1,280	+21%	+$99.5K	0.07%	274
2019 Q2	$459K	Sell	6,112 -15,948	-72%	-$1.18M	0.06%	312
2019 Q1	$1.63M	Buy	22,060 +2,750	+14%	+$194K	0.23%	110
2018 Q4	$1.3M	Buy	+19,310	New	+$1.33M	0.21%	126
2018 Q1	–	Sell	-3,100	Closed	-$206K	–	406
2017 Q4	$206K	Buy	+3,100	New	+$213K	0.04%	388

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

Cetera Investment Advisers's IDU Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares US Utilities ETF (IDU) stake by 11% in Q1 2026, buying an estimated $749K and bringing the position to 68,169 shares worth $7.92M. The position accounts for 0.01% of the portfolio, ranked #1211.

Cetera Investment Advisers first reported a position in IDU in Q4 2017 and has held it in 31 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Cetera Investment Advisers held 68,169 shares of iShares US Utilities ETF worth $7.92M as of Q1 2026.
Cetera Investment Advisers bought 6,586 iShares US Utilities ETF shares in Q1 2026, an estimated $749K.
iShares US Utilities ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1211 holding.
Cetera Investment Advisers first reported a position in iShares US Utilities ETF in Q4 2017 and has held it in 31 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.