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Delos Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

Delos Wealth 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
Q4 		– Sell
-150
Closed -$16.6K – 279
2025
Q3 		$16.6K Hold
150
– – 0.01% 156
2025
Q2 		$15.7K Buy
+150
New +$15.4K 0.01% 151
2025
Q1 		– Sell
-150
Closed -$14.4K – 110
2024
Q4 		$14.4K Buy
150
+50
+50% +$5.04K 0.01% 106
2024
Q3 		$10.2K Buy
+100
New +$9.47K 0.01% 110

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Delos Wealth Advisors's IDU Position: Q4 2025 in Review

Delos Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q4 2025, closing a stake of 150 shares — an estimated $16.6K sold.

Delos Wealth Advisors first reported a position in IDU in Q3 2024 and held it in 4 quarters. The position peaked at $16.6K in Q3 2025. 308 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

  • Delos Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Delos Wealth Advisors sold 150 iShares US Utilities ETF shares in Q4 2025, an estimated $16.6K.
  • Delos Wealth Advisors first reported a position in iShares US Utilities ETF in Q3 2024 and held it in 4 quarters.
  • Delos Wealth Advisors's iShares US Utilities ETF position peaked at $16.6K in Q3 2025.
  • 308 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on Delos Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.