Concord Wealth Partners’s iShares US Utilities ETF IDU Stock Holding History

Concord Wealth Partners’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	–	Sell	-362	Closed	-$39.2K	–	468
2025 Q4	$39.2K	Buy	362 +2	+0.6%	+$224	0.01%	357
2025 Q3	$39.9K	Hold	360	–	–	0.01%	369
2025 Q2	$37.6K	Buy	360 +2	+0.6%	+$205	0.01%	376
2025 Q1	$36.3K	Sell	358 -23	-6%	-$2.3K	0.01%	371
2024 Q4	$36.6K	Hold	381	–	–	0.01%	379
2024 Q3	$38.9K	Sell	381 -37	-9%	-$3.5K	0.01%	368
2024 Q2	$36.7K	Buy	418 +41	+11%	+$3.6K	0.01%	346
2024 Q1	$31.8K	Sell	377 -5	-1%	-$399	0.01%	424
2023 Q4	$30.5K	Buy	382 +2	+0.5%	+$153	0.01%	431
2023 Q3	$28K	Hold	380	–	–	0.01%	459
2023 Q2	$31.1K	Buy	380 +2	+0.5%	+$167	0.01%	428
2023 Q1	$31.7K	Buy	378 +2	+0.5%	+$167	0.01%	416
2022 Q4	$32.5K	Buy	+376	New	+$31.6K	0.01%	457
2022 Q3	–	Sell	-371	Closed	-$32K	–	602
2022 Q2	$32K	Buy	371 +2	+0.5%	+$177	0.01%	445
2022 Q1	$34K	Buy	369 +2	+0.5%	+$170	0.01%	507
2021 Q4	$32K	Buy	+367	New	+$30.7K	0.01%	542

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

Concord Wealth Partners's IDU Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 362 shares — an estimated $39.2K sold.

Concord Wealth Partners first reported a position in IDU in Q4 2021 and held it in 16 quarters. The position peaked at $39.9K in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Concord Wealth Partners reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 362 iShares US Utilities ETF shares in Q1 2026, an estimated $39.2K.
Concord Wealth Partners first reported a position in iShares US Utilities ETF in Q4 2021 and held it in 16 quarters.
Concord Wealth Partners's iShares US Utilities ETF position peaked at $39.9K in Q3 2025.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.