Choate Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

Choate Investment Advisors’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	-670	Closed	-$70.1K	–	453
2025 Q2	$70.1K	Buy	+670	New	+$68.6K	﹤0.01%	432
2023 Q4	–	Sell	-670	Closed	-$49.3K	–	404
2023 Q3	$49.3K	Hold	670	–	–	﹤0.01%	401
2023 Q2	$54.8K	Hold	670	–	–	﹤0.01%	319
2023 Q1	$56.1K	Hold	670	–	–	﹤0.01%	293
2022 Q4	$58K	Hold	670	–	–	﹤0.01%	300
2022 Q3	$54K	Hold	670	–	–	﹤0.01%	265
2022 Q2	$57K	Hold	670	–	–	﹤0.01%	285
2022 Q1	$61K	Hold	670	–	–	﹤0.01%	323
2021 Q4	$59K	Hold	670	–	–	﹤0.01%	310
2021 Q3	$53K	Hold	670	–	–	﹤0.01%	281
2021 Q2	$53K	Hold	670	–	–	﹤0.01%	295
2021 Q1	$53K	Hold	670	–	–	﹤0.01%	277
2020 Q4	$52K	Hold	670	–	–	﹤0.01%	263
2020 Q3	$49K	Buy	+670	New	+$49.1K	﹤0.01%	259
2015 Q1	–	Sell	-670	Closed	-$39.6K	–	265
2014 Q4	$39.6K	Buy	+670	New	+$38K	﹤0.01%	259
2014 Q3	–	Sell	-670	Closed	-$37.3K	–	280
2014 Q2	$37.3K	Hold	670	–	–	﹤0.01%	276
2014 Q1	$34.9K	Buy	+670	New	+$33.2K	﹤0.01%	274

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

Choate Investment Advisors's IDU Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares US Utilities ETF (IDU) in Q3 2025, closing a stake of 670 shares — an estimated $70.1K sold.

Choate Investment Advisors first reported a position in IDU in Q1 2014 and held it in 17 quarters. The position peaked at $70.1K in Q2 2025. 272 funds tracked by Wall St. Rank hold IDU as of Q3 2025.

Choate Investment Advisors reported no remaining iShares US Utilities ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 670 iShares US Utilities ETF shares in Q3 2025, an estimated $70.1K.
Choate Investment Advisors first reported a position in iShares US Utilities ETF in Q1 2014 and held it in 17 quarters.
Choate Investment Advisors's iShares US Utilities ETF position peaked at $70.1K in Q2 2025.
272 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.