Envestnet Asset Management
IDU icon

Envestnet Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Envestnet Asset 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 		$11.6M Sell
99,962
-6,538
-6% -$743K ﹤0.01% 1727
2025
Q4 		$11.5M Buy
106,500
+6,170
+6% +$690K ﹤0.01% 1603
2025
Q3 		$11.1M Buy
100,330
+5,472
+6% +$590K ﹤0.01% 1695
2025
Q2 		$9.92M Buy
94,858
+20,281
+27% +$2.08M ﹤0.01% 1741
2025
Q1 		$7.56M Sell
74,577
-30,695
-29% -$3.07M ﹤0.01% 1847
2024
Q4 		$10.1M Buy
105,272
+7,067
+7% +$712K ﹤0.01% 1639
2024
Q3 		$10M Buy
98,205
+21,375
+28% +$2.02M ﹤0.01% 1629
2024
Q2 		$6.75M Buy
76,830
+15,468
+25% +$1.36M ﹤0.01% 1816
2024
Q1 		$5.19M Buy
61,362
+3,592
+6% +$286K ﹤0.01% 1953
2023
Q4 		$4.62M Sell
57,770
-2,183
-4% -$167K ﹤0.01% 1946
2023
Q3 		$4.41M Sell
59,953
-125,644
-68% -$10.1M ﹤0.01% 1883
2023
Q2 		$15.2M Sell
185,597
-36,891
-17% -$3.07M 0.01% 1066
2023
Q1 		$18.6M Sell
222,488
-17,000
-7% -$1.42M 0.01% 923
2022
Q4 		$20.7M Buy
239,488
+26,535
+12% +$2.23M 0.01% 837
2022
Q3 		$17.3M Buy
212,953
+4,937
+2% +$444K 0.01% 854
2022
Q2 		$17.8M Buy
208,016
+1,309
+0.6% +$116K 0.01% 844
2022
Q1 		$18.8M Sell
206,707
-29,510
-12% -$2.51M 0.01% 873
2021
Q4 		$20.9M Sell
236,217
-2,965
-1% -$248K 0.01% 826
2021
Q3 		$18.9M Sell
239,182
-7,062
-3% -$583K 0.01% 820
2021
Q2 		$19.3M Buy
246,244
+6,557
+3% +$532K 0.01% 801
2021
Q1 		$19.1M Buy
239,687
+30,572
+15% +$2.35M 0.01% 733
2020
Q4 		$16.2M Sell
209,115
-12,315
-6% -$959K 0.01% 704
2020
Q3 		$16.2M Buy
221,430
+20,754
+10% +$1.52M 0.01% 626
2020
Q2 		$14.1M Buy
200,676
+862
+0.4% +$61.7K 0.01% 647
2020
Q1 		$13.8M Buy
199,814
+11,856
+6% +$946K 0.02% 559
2019
Q4 		$15.2M Buy
187,958
+23,186
+14% +$1.85M 0.02% 622
2019
Q3 		$13.4M Buy
164,772
+15,746
+11% +$1.22M 0.01% 628
2019
Q2 		$11.2M Buy
149,026
+15,954
+12% +$1.18M 0.01% 678
2019
Q1 		$9.8M Buy
133,072
+30,676
+30% +$2.16M 0.01% 696
2018
Q4 		$6.87M Sell
102,396
-38,800
-27% -$2.67M 0.01% 758
2018
Q3 		$9.46M Buy
141,196
+101,124
+252% +$6.82M 0.02% 321
2018
Q2 		$2.64M Buy
40,072
+2,346
+6% +$150K 0.01% 718
2018
Q1 		$2.44M Sell
37,726
-208,302
-85% -$13.1M 0.01% 639
2017
Q4 		$16.3M Sell
246,028
-2,178
-0.9% -$150K 0.04% 283
2017
Q3 		$16.5M Sell
248,206
-50,230
-17% -$3.38M 0.04% 270
2017
Q2 		$19.4M Buy
298,436
+62,014
+26% +$4.07M 0.05% 211
2017
Q1 		$15.2M Sell
236,422
-204,024
-46% -$12.8M 0.05% 259
2016
Q4 		$26.8M Sell
440,446
-216,924
-33% -$13M 0.1% 150
2016
Q3 		$40.3M Sell
657,370
-133,718
-17% -$8.48M 0.16% 103
2016
Q2 		$51.9M Buy
791,088
+171,376
+28% +$10.6M 0.21% 80
2016
Q1 		$38.3M Buy
619,712
+502,350
+428% +$28.9M 0.17% 106
2015
Q4 		$6.33M Buy
117,362
+50,120
+75% +$2.72M 0.03% 486
2015
Q3 		$3.63M Sell
67,242
-96,086
-59% -$5.16M 0.02% 696
2015
Q2 		$8.46M Sell
163,328
-481,386
-75% -$26.5M 0.04% 429
2015
Q1 		$36M Sell
644,714
-336,138
-34% -$19.5M 0.19% 119
2014
Q4 		$58M Buy
980,852
+268,576
+38% +$15.2M 0.59% 43
2014
Q3 		$37.5M Sell
712,276
-306,572
-30% -$16.3M 0.38% 67
2014
Q2 		$56.7M Buy
1,018,848
+893,604
+713% +$47.7M 0.59% 50
2014
Q1 		$6.53M Buy
125,244
+121,478
+3,226% +$6.03M 0.07% 186
2013
Q4 		$180K Sell
3,766
-1,354,894
-100% -$65.1M ﹤0.01% 849
2013
Q3 		$63.8M Sell
1,358,660
-47,632
-3% -$2.28M 0.78% 37
2013
Q2 		$66.5M Buy
+1,406,292
New +$68.6M 0.86% 36

Other funds holding IDU

Fidelity International
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
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

Envestnet Asset Management's IDU Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares US Utilities ETF (IDU) stake by 6.1% in Q1 2026, selling an estimated $743K and leaving 99,962 shares worth $11.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Envestnet Asset Management first reported a position in IDU in Q2 2013 and has held it in 52 quarters since. The position peaked at $66.5M in Q2 2013. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Envestnet Asset Management held 99,962 shares of iShares US Utilities ETF worth $11.6M as of Q1 2026.
  • Envestnet Asset Management sold 6,538 iShares US Utilities ETF shares in Q1 2026, an estimated $743K.
  • iShares US Utilities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1727 holding.
  • Envestnet Asset Management first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's iShares US Utilities ETF position peaked at $66.5M in Q2 2013.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.