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	Buy	172 +3	+2%	+$230	﹤0.01%	1004
2023 Q3	$12.4K	Hold	169	–	–	﹤0.01%	958
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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $15.7K in Q1 2024. 252 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 $15.7K in Q1 2024.
252 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.