Corient Private Wealth’s iShares US Utilities ETF IDU Stock Holding History

Corient Private Wealth’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	$2.43M	Sell	21,104 -81,264	-79%	-$9.24M	﹤0.01%	1165
2025 Q4	$4.62M	Buy	102,368 +100,308	+4,869%	+$11.2M	﹤0.01%	1084
2025 Q3	$228K	Sell	2,060 -20,390	-91%	-$2.2M	﹤0.01%	2290
2025 Q2	$2.35M	Sell	22,450 -825	-4%	-$84.5K	﹤0.01%	970
2025 Q1	$2.36M	Buy	23,275 +1,157	+5%	+$116K	﹤0.01%	920
2024 Q4	$2.13M	Sell	22,118 -2,013	-8%	-$203K	﹤0.01%	975
2024 Q3	$2.46M	Sell	24,131 -1,140	-5%	-$108K	﹤0.01%	1005
2024 Q2	$2.22M	Sell	25,271 -1,347	-5%	-$118K	﹤0.01%	981
2024 Q1	$2.25M	Buy	26,618 +1,516	+6%	+$121K	﹤0.01%	974
2023 Q4	$2.01M	Sell	25,102 -1,655	-6%	-$127K	﹤0.01%	998
2023 Q3	$1.97M	Sell	26,757 -8,521	-24%	-$684K	﹤0.01%	927
2023 Q2	$2.88M	Buy	35,278 +1,414	+4%	+$118K	0.01%	790
2023 Q1	$2.83M	Buy	33,864 +10,108	+43%	+$844K	0.01%	742
2022 Q4	$2.06M	Buy	+23,756	New	+$1.99M	0.01%	696

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

Corient Private Wealth's IDU Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares US Utilities ETF (IDU) stake by 79% in Q1 2026, selling an estimated $9.24M and leaving 21,104 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Corient Private Wealth first reported a position in IDU in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.62M in Q4 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Corient Private Wealth held 21,104 shares of iShares US Utilities ETF worth $2.43M as of Q1 2026.
Corient Private Wealth sold 81,264 iShares US Utilities ETF shares in Q1 2026, an estimated $9.24M.
iShares US Utilities ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1165 holding.
Corient Private Wealth first reported a position in iShares US Utilities ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's iShares US Utilities ETF position peaked at $4.62M in Q4 2025.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.