Forvis Mazars Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

Forvis Mazars Wealth Advisors’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	$929K	Buy	7,997 +201	+3%	+$22.9K	0.02%	217
2025 Q4	$845K	Sell	7,796 -116	-1%	-$13K	0.02%	225
2025 Q3	$877K	Hold	7,912	–	–	0.02%	220
2025 Q2	$827K	Sell	7,912 -35	-0.4%	-$3.58K	0.02%	224
2025 Q1	$806K	Sell	7,947 -605	-7%	-$60.4K	0.02%	222
2024 Q4	$823K	Sell	8,552 -340	-4%	-$34.3K	0.02%	248
2024 Q3	$907K	Buy	8,892 +340	+4%	+$32.2K	0.02%	240
2024 Q2	$752K	Buy	8,552 +100	+1%	+$8.79K	0.02%	232
2024 Q1	$714K	Sell	8,452 -100	-1%	-$7.97K	0.02%	246
2023 Q4	$684K	Hold	8,552	–	–	0.02%	243
2023 Q3	$629K	Sell	8,552 -480	-5%	-$38.5K	0.02%	239
2023 Q2	$738K	Buy	9,032 +480	+6%	+$40K	0.02%	243
2023 Q1	$716K	Hold	8,552	–	–	0.02%	226
2022 Q4	$740K	Sell	8,552 -70	-0.8%	-$5.87K	0.03%	222
2022 Q3	$699K	Sell	8,622 -330	-4%	-$29.7K	0.03%	231
2022 Q2	$766K	Sell	8,952 -625	-7%	-$55.2K	0.03%	214
2022 Q1	$871K	Sell	9,577 -19	-0.2%	-$1.62K	0.04%	153
2021 Q4	$849K	Sell	9,596 -473	-5%	-$39.6K	0.04%	147
2021 Q3	$795K	Hold	10,069	–	–	0.04%	143
2021 Q2	$790K	Sell	10,069 -249	-2%	-$20.2K	0.04%	141
2021 Q1	$821K	Sell	10,318 -154	-1%	-$11.9K	0.04%	141
2020 Q4	$813K	Sell	10,472 -178	-2%	-$13.9K	0.04%	167
2020 Q3	$778K	Buy	10,650 +6	+0.1%	+$440	0.05%	155
2020 Q2	$746K	Sell	10,644 -306	-3%	-$21.9K	0.05%	154
2020 Q1	$756K	Sell	10,950 -516	-5%	-$41.2K	0.06%	134
2019 Q4	$929K	Sell	11,466 -278	-2%	-$22.2K	0.07%	121
2019 Q3	$956K	Sell	11,744 -136	-1%	-$10.6K	0.08%	115
2019 Q2	$896K	Sell	11,880 -80	-0.7%	-$5.94K	0.07%	115
2019 Q1	$881K	Buy	11,960 +234	+2%	+$16.5K	0.07%	113
2018 Q4	$787K	Sell	11,726 -252	-2%	-$17.4K	0.08%	103
2018 Q3	$803K	Buy	11,978 +8	+0.1%	+$540	0.07%	113
2018 Q2	$790K	Hold	11,970	–	–	0.08%	112
2018 Q1	$763K	Buy	11,970 +6	+0.1%	+$378	0.08%	114
2017 Q4	$795K	Sell	11,964 -396	-3%	-$27.2K	0.08%	110
2017 Q3	$821K	Sell	12,360 -292	-2%	-$19.6K	0.09%	101
2017 Q2	$823K	Hold	12,652	–	–	0.09%	104
2017 Q1	$812K	Sell	12,652 -4	-0%	-$250	0.1%	92
2016 Q4	$771K	Sell	12,656 -440	-3%	-$26.3K	0.1%	94
2016 Q3	$803K	Sell	13,096 -736	-5%	-$46.7K	0.11%	85
2016 Q2	$908K	Buy	13,832 +38	+0.3%	+$2.34K	0.13%	78
2016 Q1	$853K	Sell	13,794 -558	-4%	-$32.1K	0.14%	80
2015 Q4	$774K	Sell	14,352 -750	-5%	-$40.7K	0.12%	83
2015 Q3	$815K	Sell	15,102 -1,942	-11%	-$104K	0.14%	74
2015 Q2	$883K	Sell	17,044 -152	-0.9%	-$8.35K	0.13%	81
2015 Q1	$961K	Sell	17,196 -532	-3%	-$30.8K	0.14%	82
2014 Q4	$1.05M	Sell	17,728 -234	-1%	-$13.3K	0.17%	71
2014 Q3	$945K	Sell	17,962 -262	-1%	-$14K	0.16%	72
2014 Q2	$1.01M	Sell	18,224 -2,490	-12%	-$133K	0.17%	67
2014 Q1	$1.08M	Sell	20,714 -48	-0.2%	-$2.38K	0.19%	73
2013 Q4	$995K	Buy	20,762 +48	+0.2%	+$2.31K	0.18%	75
2013 Q3	$972K	Sell	20,714 -1,128	-5%	-$54K	0.2%	74
2013 Q2	$1.03M	Buy	+21,842	New	+$1.07M	0.82%	44

Other funds holding IDU

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Forvis Mazars Wealth Advisors's IDU Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares US Utilities ETF (IDU) stake by 2.6% in Q1 2026, buying an estimated $22.9K and bringing the position to 7,997 shares worth $929K. The position accounts for 0.02% of the portfolio, ranked #217.

Forvis Mazars Wealth Advisors first reported a position in IDU in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.08M in Q1 2014. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Forvis Mazars Wealth Advisors held 7,997 shares of iShares US Utilities ETF worth $929K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 201 iShares US Utilities ETF shares in Q1 2026, an estimated $22.9K.
iShares US Utilities ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #217 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 52 quarters since.
Forvis Mazars Wealth Advisors's iShares US Utilities ETF position peaked at $1.08M in Q1 2014.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.