Financial Advocates Investment Management’s iShares US Utilities ETF IDU Stock Holding History

Financial Advocates Investment 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
2025 Q2	–	Sell	-9,276	Closed	-$941K	–	697
2025 Q1	$941K	Sell	9,276 -258	-3%	-$25.8K	0.07%	289
2024 Q4	$917K	Buy	+9,534	New	+$961K	0.05%	320
2021 Q1	–	Sell	-16,716	Closed	-$760K	–	769
2020 Q4	$760K	Buy	+16,716	New	+$1.3M	0.05%	360

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Financial Advocates Investment Management's IDU Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares US Utilities ETF (IDU) in Q2 2025, closing a stake of 9,276 shares — an estimated $941K sold.

Financial Advocates Investment Management first reported a position in IDU in Q4 2020 and held it in 3 quarters. The position peaked at $941K in Q1 2025. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

Financial Advocates Investment Management reported no remaining iShares US Utilities ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 9,276 iShares US Utilities ETF shares in Q2 2025, an estimated $941K.
Financial Advocates Investment Management first reported a position in iShares US Utilities ETF in Q4 2020 and held it in 3 quarters.
Financial Advocates Investment Management's iShares US Utilities ETF position peaked at $941K in Q1 2025.
264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.