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EWG Elevate’s iShares US Utilities ETF IDU Stock Holding History

EWG Elevate’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
Q3 		$1.93M Buy
17,383
+572
+3% +$61.7K 0.6% 51
2025
Q2 		$1.76M Buy
+16,811
New +$1.72M 0.54% 54
2025
Q1 		– Sell
-8,486
Closed -$816K – 135
2024
Q4 		$816K Sell
8,486
-2,455
-22% -$247K 0.25% 76
2024
Q3 		$1.12M Sell
10,941
-9,599
-47% -$909K 0.45% 46
2024
Q2 		$1.81M Buy
+20,540
New +$1.8M 0.66% 50

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 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

EWG Elevate's IDU Position: Q3 2025 in Review

EWG Elevate increased its iShares US Utilities ETF (IDU) stake by 3.4% in Q3 2025, buying an estimated $61.7K and bringing the position to 17,383 shares worth $1.93M. The position accounts for 0.6% of the portfolio, ranked #51.

EWG Elevate first reported a position in IDU in Q2 2024 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold IDU as of Q3 2025.

  • EWG Elevate held 17,383 shares of iShares US Utilities ETF worth $1.93M as of Q3 2025.
  • EWG Elevate bought 572 iShares US Utilities ETF shares in Q3 2025, an estimated $61.7K.
  • iShares US Utilities ETF made up 0.6% of EWG Elevate's portfolio in Q3 2025, its #51 holding.
  • EWG Elevate first reported a position in iShares US Utilities ETF in Q2 2024 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.