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Coppell Advisory Solutions’s iShares US Utilities ETF IDU Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-408
Closed -$39.3K – 1043
2024
Q4 		$39.3K Hold
408
– – 0.01% 662
2024
Q3 		$41.4K Hold
408
– – 0.01% 608
2024
Q2 		$35.9K Buy
+408
New +$35.9K 0.01% 579
2023
Q4 		$33.5K Buy
419
+339
+424% +$26K 0.01% 590
2023
Q3 		$6.92K Sell
80
-238
-75% -$19.1K ﹤0.01% 670
2023
Q2 		$25.7K Buy
+318
New +$26.5K 0.01% 513
2023
Q1 		– Sell
-80
Closed -$6.92K – 625
2022
Q4 		$6.92K Buy
+80
New +$6.71K ﹤0.01% 674

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