EH
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Equitable Holdings’s iShares US Utilities ETF IDU Stock Holding History

Equitable Holdings’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 		$3.51M Sell
32,381
-15,277
-32% -$1.74M 0.02% 551
2025
Q4 		$5.16M Buy
47,658
+8,806
+23% +$984K 0.04% 367
2025
Q3 		$4.31M Buy
38,852
+24,877
+178% +$2.68M 0.03% 389
2025
Q2 		$1.46M Buy
13,975
+4,215
+43% +$432K 0.01% 679
2025
Q1 		$990K Buy
9,760
+1,260
+15% +$126K 0.01% 717
2024
Q4 		$818K Buy
8,500
+1,538
+22% +$155K 0.01% 732
2024
Q3 		$710K Buy
6,962
+1,609
+30% +$152K 0.01% 779
2024
Q2 		$470K Buy
5,353
+1,259
+31% +$111K ﹤0.01% 851
2024
Q1 		$346K Sell
4,094
-37
-0.9% -$2.95K ﹤0.01% 916
2023
Q4 		$330K Sell
4,131
-821
-17% -$62.9K ﹤0.01% 911
2023
Q3 		$364K Sell
4,952
-615
-11% -$49.3K 0.01% 821
2023
Q2 		$455K Sell
5,567
-1,334
-19% -$111K 0.01% 731
2023
Q1 		$578K Buy
6,901
+331
+5% +$27.6K 0.01% 609
2022
Q4 		$569K Sell
6,570
-402
-6% -$33.7K 0.01% 575
2022
Q3 		$566K Sell
6,972
-140
-2% -$12.6K 0.01% 533
2022
Q2 		$609K Sell
7,112
-551
-7% -$48.7K 0.01% 518
2022
Q1 		$697K Buy
7,663
+415
+6% +$35.3K 0.01% 498
2021
Q4 		$641K Sell
7,248
-90
-1% -$7.53K 0.01% 511
2021
Q3 		$579K Buy
7,338
+6
+0.1% +$495 0.01% 524
2021
Q2 		$576K Sell
7,332
-104
-1% -$8.43K 0.01% 506
2021
Q1 		$592K Buy
7,436
+6
+0.1% +$462 0.01% 467
2020
Q4 		$577K Sell
7,430
-412
-5% -$32.1K 0.01% 427
2020
Q3 		$573K Sell
7,842
-284
-3% -$20.8K 0.01% 391
2020
Q2 		$570K Buy
8,126
+4
+0% +$286 0.02% 381
2020
Q1 		$561K Sell
8,122
-32
-0.4% -$2.55K 0.02% 347
2019
Q4 		$661K Buy
+8,154
New +$650K 0.02% 354

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

Equitable Holdings's IDU Position: Q1 2026 in Review

Equitable Holdings reduced its iShares US Utilities ETF (IDU) stake by 32% in Q1 2026, selling an estimated $1.74M and leaving 32,381 shares worth $3.51M. The position accounts for 0.02% of the portfolio, ranked #551.

Equitable Holdings first reported a position in IDU in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.16M in Q4 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Equitable Holdings held 32,381 shares of iShares US Utilities ETF worth $3.51M as of Q1 2026.
  • Equitable Holdings sold 15,277 iShares US Utilities ETF shares in Q1 2026, an estimated $1.74M.
  • iShares US Utilities ETF made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #551 holding.
  • Equitable Holdings first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's iShares US Utilities ETF position peaked at $5.16M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.