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Clearstead Advisors’s iShares US Utilities ETF IDU Stock Holding History

Clearstead 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
Q1 		– Hold
0
– – – 2170
2024
Q4 		– Hold
0
– – – 2075
2024
Q3 		– Sell
-173
Closed -$16.4K – 2020
2024
Q2 		$15.2K Buy
173
+1
+0.6% +$88 ﹤0.01% 1449
2024
Q1 		$15.7K Hold
172
– – ﹤0.01% 981
2023
Q4 		$13.7K Sell
172
-166
-49% -$12.7K ﹤0.01% 1004
2023
Q3 		$24.8K Buy
338
+169
+100% +$13.6K ﹤0.01% 987
2023
Q2 		$13.8K Buy
169
+1
+0.6% +$83 ﹤0.01% 944
2023
Q1 		$14.1K Buy
168
+1
+0.6% +$83 ﹤0.01% 901
2022
Q4 		$14.4K Buy
167
+1
+0.6% +$84 ﹤0.01% 858
2022
Q3 		$13K Buy
166
+1
+0.6% +$90 ﹤0.01% 846
2022
Q2 		$14K Buy
165
+1
+0.6% +$88 ﹤0.01% 870
2022
Q1 		$15K Buy
164
+1
+0.6% +$85 ﹤0.01% 920
2021
Q4 		$14K Buy
163
+1
+0.6% +$84 ﹤0.01% 884
2021
Q3 		$13K Buy
162
+1
+0.6% +$83 ﹤0.01% 905
2021
Q2 		$13K Buy
161
+1
+0.6% +$81 ﹤0.01% 766
2021
Q1 		$13K Buy
160
+1
+0.6% +$77 ﹤0.01% 747
2020
Q4 		$12K Buy
159
+1
+0.6% +$78 ﹤0.01% 695
2020
Q3 		$11K Buy
158
+2
+1% +$147 ﹤0.01% 653
2020
Q2 		$11K Hold
156
– – ﹤0.01% 593
2020
Q1 		$11K Buy
+156
New +$12.4K ﹤0.01% 564

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clearstead Advisors's IDU Position: Q1 2025 in Review

Clearstead Advisors held its iShares US Utilities ETF (IDU) position steady in Q1 2025 at 0 shares worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Clearstead Advisors first reported a position in IDU in Q1 2020 and has held it in 18 quarters since. The position peaked at $24.8K in Q3 2023. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • Clearstead Advisors held 0 shares of iShares US Utilities ETF worth $35 as of Q1 2025.
  • Clearstead Advisors left its iShares US Utilities ETF share count unchanged in Q1 2025.
  • iShares US Utilities ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2025, its #2170 holding.
  • Clearstead Advisors first reported a position in iShares US Utilities ETF in Q1 2020 and has held it in 18 quarters since.
  • Clearstead Advisors's iShares US Utilities ETF position peaked at $24.8K in Q3 2023.
  • 251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.