Fisher Asset Management
IDU icon

Fisher Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Fisher Asset 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
Q1 		– Sell
-2,493
Closed -$240K – 1038
2024
Q4 		$240K Buy
+2,493
New +$251K ﹤0.01% 916

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DWM
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management's IDU Position: Q1 2025 in Review

Fisher Asset Management sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 2,493 shares — an estimated $240K sold.

Fisher Asset Management first reported a position in IDU in Q4 2024 and held it in 1 quarter. The position peaked at $240K in Q4 2024. 252 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • Fisher Asset Management reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Fisher Asset Management sold 2,493 iShares US Utilities ETF shares in Q1 2025, an estimated $240K.
  • Fisher Asset Management first reported a position in iShares US Utilities ETF in Q4 2024 and held it in 1 quarter.
  • Fisher Asset Management's iShares US Utilities ETF position peaked at $240K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Fisher Asset Management's 13F filing for Q1 2025, filed 14 May 2025.