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Good Life Advisors’s iShares US Utilities ETF IDU Stock Holding History

Good Life 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
2025
Q1 		– Sell
-2,517
Closed -$242K – 508
2024
Q4 		$242K Sell
2,517
-2,563
-50% -$258K 0.02% 412
2024
Q3 		$518K Buy
5,080
+2,528
+99% +$239K 0.03% 332
2024
Q2 		$224K Buy
+2,552
New +$224K 0.02% 406
2024
Q1 		– Sell
-2,514
Closed -$201K – 471
2023
Q4 		$201K Sell
2,514
-1,854
-42% -$142K 0.02% 410
2023
Q3 		$321K Sell
4,368
-3,113
-42% -$250K 0.04% 295
2023
Q2 		$612K Sell
7,481
-427
-5% -$35.5K 0.07% 196
2023
Q1 		$662K Buy
7,908
+302
+4% +$25.2K 0.08% 173
2022
Q4 		$658K Buy
7,606
+354
+5% +$29.7K 0.09% 173
2022
Q3 		$588K Sell
7,252
-102
-1% -$9.18K 0.09% 168
2022
Q2 		$630K Buy
7,354
+49
+0.7% +$4.33K 0.09% 167
2022
Q1 		$665K Sell
7,305
-16
-0.2% -$1.36K 0.08% 166
2021
Q4 		$647K Sell
7,321
-633
-8% -$52.9K 0.08% 177
2021
Q3 		$628K Buy
7,954
+622
+8% +$51.3K 0.09% 168
2021
Q2 		$576K Sell
7,332
-99
-1% -$8.03K 0.11% 142
2021
Q1 		$588K Sell
7,431
-151
-2% -$11.6K 0.12% 138
2020
Q4 		$588K Sell
7,582
-120
-2% -$9.35K 0.14% 121
2020
Q3 		$563K Sell
7,702
-44
-0.6% -$3.23K 0.15% 118
2020
Q2 		$541K Sell
7,746
-282
-4% -$20.2K 0.16% 104
2020
Q1 		$554K Sell
8,028
-418
-5% -$33.4K 0.2% 95
2019
Q4 		$684K Sell
8,446
-292
-3% -$23.3K 0.19% 95
2019
Q3 		$713K Buy
+8,738
New +$680K 0.22% 85

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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
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

Good Life Advisors's IDU Position: Q1 2025 in Review

Good Life Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 2,517 shares — an estimated $242K sold.

Good Life Advisors first reported a position in IDU in Q3 2019 and held it in 21 quarters. The position peaked at $713K in Q3 2019. 252 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • Good Life Advisors reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Good Life Advisors sold 2,517 iShares US Utilities ETF shares in Q1 2025, an estimated $242K.
  • Good Life Advisors first reported a position in iShares US Utilities ETF in Q3 2019 and held it in 21 quarters.
  • Good Life Advisors's iShares US Utilities ETF position peaked at $713K in Q3 2019.
  • 252 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Good Life Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.