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Destination Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Destination Wealth Management’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 		$70.4M Sell
606,250
-2,289
-0.4% -$260K 1.83% 16
2025
Q4 		$65.9M Sell
608,539
-2,174
-0.4% -$243K 1.73% 19
2025
Q3 		$67.7M Sell
610,713
-3,375
-0.5% -$364K 1.87% 18
2025
Q2 		$64.2M Sell
614,088
-4,673
-0.8% -$479K 1.88% 17
2025
Q1 		$62.8M Sell
618,761
-2,842
-0.5% -$284K 1.98% 13
2024
Q4 		$59.8M Sell
621,603
-14,964
-2% -$1.51M 1.87% 17
2024
Q3 		$64.9M Sell
636,567
-6,564
-1% -$622K 2.01% 12
2024
Q2 		$56.5M Sell
643,131
-9,459
-1% -$831K 1.87% 18
2024
Q1 		$55.2M Buy
652,590
+25,958
+4% +$2.07M 1.83% 17
2023
Q4 		$50.1M Sell
626,632
-6,712
-1% -$514K 1.74% 20
2023
Q3 		$46.6M Buy
633,344
+8,779
+1% +$704K 1.81% 15
2023
Q2 		$51.1M Buy
624,565
+6,519
+1% +$543K 1.9% 14
2023
Q1 		$51.7M Buy
618,046
+8,678
+1% +$724K 1.96% 13
2022
Q4 		$52.7M Sell
609,368
-8,926
-1% -$749K 2.1% 11
2022
Q3 		$50.2M Sell
618,294
-24,014
-4% -$2.16M 2.11% 10
2022
Q2 		$55M Sell
642,308
-32,214
-5% -$2.85M 2.22% 10
2022
Q1 		$61.4M Sell
674,522
-3,955
-0.6% -$336K 2.28% 9
2021
Q4 		$60M Buy
678,477
+9,413
+1% +$787K 2.12% 11
2021
Q3 		$52.8M Buy
669,064
+17,216
+3% +$1.42M 2.05% 11
2021
Q2 		$51.2M Buy
651,848
+11,735
+2% +$952K 1.97% 12
2021
Q1 		$50.9M Buy
640,113
+10,270
+2% +$791K 2.1% 12
2020
Q4 		$48.9M Buy
629,843
+12,181
+2% +$949K 2.13% 12
2020
Q3 		$45.1M Buy
617,662
+18,458
+3% +$1.35M 2.28% 11
2020
Q2 		$42M Buy
599,204
+29,690
+5% +$2.12M 2.27% 11
2020
Q1 		$39.3M Sell
569,514
-2,782
-0.5% -$222K 2.41% 10
2019
Q4 		$46.4M Sell
572,296
-3,756
-0.7% -$299K 2.36% 11
2019
Q3 		$46.9M Buy
576,052
+1,472
+0.3% +$114K 2.54% 10
2019
Q2 		$43.3M Buy
574,580
+1,698
+0.3% +$126K 2.39% 11
2019
Q1 		$42.2M Buy
572,882
+2,736
+0.5% +$193K 2.37% 11
2018
Q4 		$38.3M Sell
570,146
-8,770
-2% -$604K 2.3% 12
2018
Q3 		$38.8M Buy
578,916
+5,948
+1% +$401K 2.16% 11
2018
Q2 		$37.8M Buy
572,968
+7,828
+1% +$500K 2.27% 11
2018
Q1 		$36M Buy
565,140
+27,716
+5% +$1.74M 2.19% 11
2017
Q4 		$35.7M Sell
537,424
-1,146
-0.2% -$78.8K 2.17% 11
2017
Q3 		$35.8M Sell
538,570
-320
-0.1% -$21.5K 2.29% 11
2017
Q2 		$35M Buy
538,890
+10,546
+2% +$693K 2.34% 10
2017
Q1 		$33.9M Buy
528,344
+19,988
+4% +$1.25M 2.33% 11
2016
Q4 		$31M Buy
508,356
+14,744
+3% +$883K 2.27% 9
2016
Q3 		$30.3M Buy
493,612
+27,502
+6% +$1.74M 2.34% 9
2016
Q2 		$30.6M Buy
466,110
+211,230
+83% +$13M 2.52% 8
2016
Q1 		$13.8M Hold
254,880
– – 1.32% 31
2015
Q4 		$13.8M Buy
254,880
+45,156
+22% +$2.45M 1.32% 31
2015
Q3 		$11.3M Sell
209,724
-119,338
-36% -$6.4M 1.26% 32
2015
Q2 		$17.1M Sell
329,062
-15,206
-4% -$836K 1.13% 37
2015
Q1 		$19.2M Sell
344,268
-6,810
-2% -$395K 2.09% 16
2014
Q4 		$20.8M Sell
351,078
-4,036
-1% -$229K 2.1% 13
2014
Q3 		$18.7M Buy
355,114
+222
+0.1% +$11.8K 1.95% 15
2014
Q2 		$19.8M Buy
354,892
+1,574
+0.4% +$84.1K 2.04% 16
2014
Q1 		$18.4M Buy
353,318
+2,810
+0.8% +$139K 1.97% 18
2013
Q4 		$16.8M Buy
350,508
+18,060
+5% +$868K 1.76% 24
2013
Q3 		$15.6M Sell
332,448
-2,470
-0.7% -$118K 1.8% 24
2013
Q2 		$15.8M Buy
+334,918
New +$16.3M 1.94% 21

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Destination Wealth Management's IDU Position: Q1 2026 in Review

Destination Wealth Management reduced its iShares US Utilities ETF (IDU) stake by 0.38% in Q1 2026, selling an estimated $260K and leaving 606,250 shares worth $70.4M. The position accounts for 1.83% of the portfolio, ranked #16.

Destination Wealth Management first reported a position in IDU in Q2 2013 and has held it in 52 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Destination Wealth Management held 606,250 shares of iShares US Utilities ETF worth $70.4M as of Q1 2026.
  • Destination Wealth Management sold 2,289 iShares US Utilities ETF shares in Q1 2026, an estimated $260K.
  • iShares US Utilities ETF made up 1.83% of Destination Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Destination Wealth Management first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 52 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

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