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

Evolution 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 		$6.39K Hold
55
– – ﹤0.01% 582
2025
Q4 		$5.96K Hold
55
– – ﹤0.01% 518
2025
Q3 		$6.1K Hold
55
– – 0.01% 420
2025
Q2 		$5.75K Buy
+55
New +$5.63K 0.01% 437

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

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

Evolution Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 55 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Evolution Wealth Management first reported a position in IDU in Q2 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Evolution Wealth Management held 55 shares of iShares US Utilities ETF worth $6.39K as of Q1 2026.
  • Evolution Wealth Management left its iShares US Utilities ETF share count unchanged in Q1 2026.
  • iShares US Utilities ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #582 holding.
  • Evolution Wealth Management first reported a position in iShares US Utilities ETF in Q2 2025 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.