Commonwealth Equity Services
IDU icon

Commonwealth Equity Services’s iShares US Utilities ETF IDU Stock Holding History

Commonwealth Equity Services’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 		$11.5M Buy
99,294
+2,728
+3% +$310K 0.02% 818
2025
Q4 		$10.5M Sell
96,566
-22,167
-19% -$2.48M 0.01% 871
2025
Q3 		$13.2M Buy
118,733
+10,594
+10% +$1.14M 0.02% 766
2025
Q2 		$11.3M Sell
108,139
-19,733
-15% -$2.02M 0.01% 827
2025
Q1 		$13M Buy
127,872
+2,515
+2% +$251K 0.02% 743
2024
Q4 		$12.1M Buy
125,357
+1,047
+0.8% +$105K 0.02% 737
2024
Q3 		$12.7M Sell
124,310
-531
-0.4% -$50.3K 0.02% 717
2024
Q2 		$11M Buy
124,841
+12,692
+11% +$1.12M 0.02% 764
2024
Q1 		$9.48M Sell
112,149
-121
-0.1% -$9.64K 0.02% 815
2023
Q4 		$8.97M Buy
112,270
+2,098
+2% +$161K 0.02% 787
2023
Q3 		$8.11M Sell
110,172
-1,612
-1% -$129K 0.02% 775
2023
Q2 		$9.14M Buy
111,784
+5,685
+5% +$473K 0.02% 726
2023
Q1 		$8.88K Buy
106,099
+2,736
+3% +$228K 0.02% 716
2022
Q4 		$8.95M Buy
103,363
+655
+0.6% +$55K 0.02% 671
2022
Q3 		$8.33M Sell
102,708
-3,512
-3% -$316K 0.02% 651
2022
Q2 		$9.09M Buy
106,220
+717
+0.7% +$63.4K 0.02% 618
2022
Q1 		$9.6M Sell
105,503
-1,359
-1% -$116K 0.02% 641
2021
Q4 		$9.45M Sell
106,862
-5,988
-5% -$501K 0.02% 623
2021
Q3 		$8.91M Buy
112,850
+615
+0.5% +$50.8K 0.02% 606
2021
Q2 		$8.81M Buy
112,235
+6,504
+6% +$527K 0.02% 605
2021
Q1 		$8.41M Sell
105,731
-408
-0.4% -$31.4K 0.02% 569
2020
Q4 		$8.24M Buy
106,139
+2,683
+3% +$209K 0.02% 547
2020
Q3 		$7.55M Buy
103,456
+10,208
+11% +$749K 0.03% 523
2020
Q2 		$6.54M Sell
93,248
-3,670
-4% -$263K 0.02% 537
2020
Q1 		$6.69M Sell
96,918
-1,878
-2% -$150K 0.03% 464
2019
Q4 		$8M Sell
98,796
-4,862
-5% -$388K 0.03% 473
2019
Q3 		$8.44M Buy
103,658
+3,202
+3% +$249K 0.04% 434
2019
Q2 		$7.57M Buy
100,456
+2,246
+2% +$167K 0.03% 441
2019
Q1 		$7.23M Sell
98,210
-604
-0.6% -$42.6K 0.03% 439
2018
Q4 		$6.63M Buy
98,814
+4,850
+5% +$334K 0.04% 426
2018
Q3 		$6.3M Buy
93,964
+3,852
+4% +$260K 0.03% 457
2018
Q2 		$5.95M Buy
90,112
+8,098
+10% +$517K 0.03% 448
2018
Q1 		$5.23M Buy
82,014
+1,946
+2% +$122K 0.03% 467
2017
Q4 		$5.32M Sell
80,068
-3,794
-5% -$261K 0.03% 456
2017
Q3 		$5.57M Buy
83,862
+5,504
+7% +$370K 0.03% 413
2017
Q2 		$5.09M Buy
78,358
+4,710
+6% +$309K 0.03% 441
2017
Q1 		$4.73M Buy
73,648
+3,890
+6% +$244K 0.03% 440
2016
Q4 		$4.25M Buy
69,758
+526
+0.8% +$31.5K 0.03% 433
2016
Q3 		$4.24M Sell
69,232
-3,506
-5% -$222K 0.03% 417
2016
Q2 		$4.77M Buy
72,738
+1,272
+2% +$78.4K 0.04% 361
2016
Q1 		$4.42M Buy
71,466
+2,874
+4% +$165K 0.04% 377
2015
Q4 		$3.7M Buy
68,592
+1,156
+2% +$62.7K 0.04% 422
2015
Q3 		$3.64M Buy
67,436
+3,598
+6% +$193K 0.04% 396
2015
Q2 		$3.31M Sell
63,838
-8,186
-11% -$450K 0.03% 451
2015
Q1 		$4.03M Buy
72,024
+3,110
+5% +$180K 0.04% 377
2014
Q4 		$4.08M Buy
68,914
+3,984
+6% +$226K 0.05% 347
2014
Q3 		$3.42M Sell
64,930
-12,164
-16% -$648K 0.04% 371
2014
Q2 		$4.29M Buy
77,094
+10,040
+15% +$536K 0.05% 314
2014
Q1 		$3.49M Buy
67,054
+7,464
+13% +$370K 0.05% 336
2013
Q4 		$2.85M Sell
59,590
-2,544
-4% -$122K 0.04% 369
2013
Q3 		$2.92M Sell
62,134
-52
-0.1% -$2.49K 0.05% 340
2013
Q2 		$2.94M Buy
+62,186
New +$3.03M 0.05% 315

Other funds holding IDU

Fidelity International
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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services's IDU Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares US Utilities ETF (IDU) stake by 2.8% in Q1 2026, buying an estimated $310K and bringing the position to 99,294 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #818.

Commonwealth Equity Services first reported a position in IDU in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.2M in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Commonwealth Equity Services held 99,294 shares of iShares US Utilities ETF worth $11.5M as of Q1 2026.
  • Commonwealth Equity Services bought 2,728 iShares US Utilities ETF shares in Q1 2026, an estimated $310K.
  • iShares US Utilities ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q1 2026, its #818 holding.
  • Commonwealth Equity Services first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 52 quarters since.
  • Commonwealth Equity Services's iShares US Utilities ETF position peaked at $13.2M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.