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Foundations Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

Foundations Investment 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 		– Sell
-7,844
Closed -$850K – 1207
2025
Q4 		$850K Buy
7,844
+520
+7% +$58.1K 0.01% 559
2025
Q3 		$812K Buy
+7,324
New +$790K 0.01% 519

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Foundations Investment Advisors's IDU Position: Q1 2026 in Review

Foundations Investment Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 7,844 shares — an estimated $850K sold.

Foundations Investment Advisors first reported a position in IDU in Q3 2025 and held it in 2 quarters. The position peaked at $850K in Q4 2025. 302 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Foundations Investment Advisors reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,844 iShares US Utilities ETF shares in Q1 2026, an estimated $850K.
  • Foundations Investment Advisors first reported a position in iShares US Utilities ETF in Q3 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's iShares US Utilities ETF position peaked at $850K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.