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Fiduciary Alliance’s iShares US Utilities ETF IDU Stock Holding History

Fiduciary Alliance’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 		$549K Buy
4,723
+223
+5% +$25.4K 0.03% 356
2025
Q4 		$488K Buy
4,500
+499
+12% +$55.8K 0.03% 348
2025
Q3 		$444K Buy
4,001
+47
+1% +$5.07K 0.03% 359
2025
Q2 		$413K Sell
3,954
-318
-7% -$32.6K 0.03% 344
2025
Q1 		$433K Buy
+4,272
New +$427K 0.04% 275

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

Fiduciary Alliance's IDU Position: Q1 2026 in Review

Fiduciary Alliance increased its iShares US Utilities ETF (IDU) stake by 5% in Q1 2026, buying an estimated $25.4K and bringing the position to 4,723 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #356.

Fiduciary Alliance first reported a position in IDU in Q1 2025 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Fiduciary Alliance held 4,723 shares of iShares US Utilities ETF worth $549K as of Q1 2026.
  • Fiduciary Alliance bought 223 iShares US Utilities ETF shares in Q1 2026, an estimated $25.4K.
  • iShares US Utilities ETF made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #356 holding.
  • Fiduciary Alliance first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 5 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.