FSA Investment Group’s iShares US Utilities ETF IDU Stock Holding History

FSA Investment Group’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 Q4	–	Sell	-4,974	Closed	-$556K	–	40
2025 Q3	$556K	Buy	4,974 +27	+0.5%	+$2.91K	0.35%	21
2025 Q2	$517K	Buy	4,947 +28	+0.6%	+$2.87K	0.38%	12
2025 Q1	$499K	Buy	4,919 +28	+0.6%	+$2.8K	0.42%	15
2024 Q4	$471K	Buy	+4,891	New	+$493K	0.41%	15

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FSA Investment Group's IDU Position: Q4 2025 in Review

FSA Investment Group sold out of iShares US Utilities ETF (IDU) in Q4 2025, closing a stake of 4,974 shares — an estimated $556K sold.

FSA Investment Group first reported a position in IDU in Q4 2024 and held it in 4 quarters. The position peaked at $556K in Q3 2025. 309 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

FSA Investment Group reported no remaining iShares US Utilities ETF position as of Q4 2025 after selling out during the quarter.
FSA Investment Group sold 4,974 iShares US Utilities ETF shares in Q4 2025, an estimated $556K.
FSA Investment Group first reported a position in iShares US Utilities ETF in Q4 2024 and held it in 4 quarters.
FSA Investment Group's iShares US Utilities ETF position peaked at $556K in Q3 2025.
309 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on FSA Investment Group's 13F filing for Q4 2025, filed 13 Jan 2026.