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 Q3	$456K	Sell	4,521 -210	-4%	-$23.2K	0.03%	329
2026 Q2	$542K	Buy	4,731 +8	+0.2%	+$916	0.04%	358
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Fiduciary Alliance's IDU Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares US Utilities ETF (IDU) stake by 4.4% in Q3 2026, selling an estimated $23.2K and leaving 4,521 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #329.

Fiduciary Alliance first reported a position in IDU in Q1 2025 and has held it in 7 quarters since. The position peaked at $549K in Q1 2026. 235 funds tracked by Wall St. Rank hold IDU as of Q3 2026.

Fiduciary Alliance held 4,521 shares of iShares US Utilities ETF worth $456K as of Q3 2026.
Fiduciary Alliance sold 210 iShares US Utilities ETF shares in Q3 2026, an estimated $23.2K.
iShares US Utilities ETF made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #329 holding.
Fiduciary Alliance first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 7 quarters since.
Fiduciary Alliance's iShares US Utilities ETF position peaked at $549K in Q1 2026.
235 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.