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Founders Financial Securities’s iShares US Utilities ETF IDU Stock Holding History

Founders Financial Securities’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
-2,353
Closed -$255K – 558
2025
Q4 		$255K Buy
+2,353
New +$263K 0.02% 506
2025
Q3 		– Sell
-2,103
Closed -$220K – 504
2025
Q2 		$220K Buy
+2,103
New +$215K 0.02% 466

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

Founders Financial Securities's IDU Position: Q1 2026 in Review

Founders Financial Securities sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 2,353 shares — an estimated $255K sold.

Founders Financial Securities first reported a position in IDU in Q2 2025 and held it in 2 quarters. The position peaked at $255K in Q4 2025. 301 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Founders Financial Securities reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Founders Financial Securities sold 2,353 iShares US Utilities ETF shares in Q1 2026, an estimated $255K.
  • Founders Financial Securities first reported a position in iShares US Utilities ETF in Q2 2025 and held it in 2 quarters.
  • Founders Financial Securities's iShares US Utilities ETF position peaked at $255K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.