GLA
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Great Lakes Advisors’s iShares US Utilities ETF IDU Stock Holding History

Great Lakes 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
-15,328
Closed -$1.47M – 829
2024
Q4 		$1.47M Sell
15,328
-713
-4% -$71.8K 0.01% 520
2024
Q3 		$1.64M Sell
16,041
-38
-0.2% -$3.6K 0.01% 508
2024
Q2 		$1.41M Buy
16,079
+91
+0.6% +$8K 0.01% 520
2024
Q1 		$1.35M Buy
15,988
+390
+3% +$31.1K 0.01% 516
2023
Q4 		$1.25M Sell
15,598
-377
-2% -$28.9K 0.01% 508
2023
Q3 		$1.18M Buy
15,975
+169
+1% +$13.6K 0.01% 511
2023
Q2 		$1.29M Buy
15,806
+339
+2% +$28.2K 0.01% 496
2023
Q1 		$1.29M Buy
15,467
+157
+1% +$13.1K 0.01% 544
2022
Q4 		$1.32M Sell
15,310
-449
-3% -$37.7K 0.08% 366
2022
Q3 		$1.28M Sell
15,759
-112
-0.7% -$10.1K 0.03% 398
2022
Q2 		$1.36M Sell
15,871
-65
-0.4% -$5.74K 0.03% 404
2022
Q1 		$1.45M Buy
15,936
+263
+2% +$22.4K 0.02% 410
2021
Q4 		$1.39M Buy
15,673
+502
+3% +$42K 0.02% 416
2021
Q3 		$1.2M Buy
15,171
+44
+0.3% +$3.63K 0.02% 433
2021
Q2 		$1.19M Buy
15,127
+211
+1% +$17.1K 0.02% 437
2021
Q1 		$1.19M Buy
14,916
+481
+3% +$37K 0.02% 431
2020
Q4 		$1.12M Sell
14,435
-45
-0.3% -$3.51K 0.02% 410
2020
Q3 		$1.06M Buy
14,480
+36
+0.2% +$2.64K 0.02% 394
2020
Q2 		$1.01M Sell
14,444
-34
-0.2% -$2.43K 0.02% 388
2020
Q1 		$999K Sell
14,478
-734
-5% -$58.6K 0.03% 386
2019
Q4 		$1.23M Sell
15,212
-450
-3% -$35.9K 0.03% 377
2019
Q3 		$1.27M Sell
15,662
-460
-3% -$35.8K 0.03% 375
2019
Q2 		$1.22M Sell
16,122
-946
-6% -$70.3K 0.03% 397
2019
Q1 		$1.26M Sell
17,068
-650
-4% -$45.8K 0.03% 387
2018
Q4 		$1.19M Buy
17,718
+536
+3% +$36.9K 0.03% 376
2018
Q3 		$1.15M Buy
17,182
+80
+0.5% +$5.4K 0.03% 374
2018
Q2 		$1.13M Buy
17,102
+40
+0.2% +$2.55K 0.03% 376
2018
Q1 		$1.09M Sell
17,062
-6
-0% -$378 0.03% 369
2017
Q4 		$1.13M Sell
17,068
-154
-0.9% -$10.6K 0.02% 373
2017
Q3 		$1.15M Buy
17,222
+52
+0.3% +$3.5K 0.03% 362
2017
Q2 		$1.12M Buy
17,170
+992
+6% +$65.2K 0.03% 356
2017
Q1 		$1.04M Buy
16,178
+136
+0.8% +$8.51K 0.03% 358
2016
Q4 		$977K Buy
16,042
+252
+2% +$15.1K 0.03% 350
2016
Q3 		$968K Sell
15,790
-620
-4% -$39.3K 0.03% 356
2016
Q2 		$1.08M Sell
16,410
-350
-2% -$21.6K 0.03% 345
2016
Q1 		$1.04M Sell
16,760
-432
-3% -$24.8K 0.03% 342
2015
Q4 		$928K Buy
17,192
+76
+0.4% +$4.12K 0.03% 341
2015
Q3 		$923K Buy
17,116
+134
+0.8% +$7.19K 0.03% 337
2015
Q2 		$880K Buy
16,982
+898
+6% +$49.4K 0.03% 352
2015
Q1 		$899K Sell
16,084
-224
-1% -$13K 0.03% 350
2014
Q4 		$964K Buy
16,308
+10
+0.1% +$567 0.03% 320
2014
Q3 		$858K Buy
16,298
+58
+0.4% +$3.09K 0.03% 325
2014
Q2 		$904K Buy
16,240
+146
+0.9% +$7.8K 0.04% 206
2014
Q1 		$838K Buy
16,094
+666
+4% +$33K 0.04% 213
2013
Q4 		$739K Sell
15,428
-940
-6% -$45.2K 0.03% 193
2013
Q3 		$768K Buy
16,368
+230
+1% +$11K 0.03% 196
2013
Q2 		$763K Buy
+16,138
New +$787K 0.04% 185

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

Great Lakes Advisors's IDU Position: Q1 2025 in Review

Great Lakes Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 15,328 shares — an estimated $1.47M sold.

Great Lakes Advisors first reported a position in IDU in Q2 2013 and held it in 47 quarters. The position peaked at $1.64M in Q3 2024. 252 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • Great Lakes Advisors reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 15,328 iShares US Utilities ETF shares in Q1 2025, an estimated $1.47M.
  • Great Lakes Advisors first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 47 quarters.
  • Great Lakes Advisors's iShares US Utilities ETF position peaked at $1.64M in Q3 2024.
  • 252 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Great Lakes Advisors's 13F filing for Q1 2025, filed 16 May 2025.