Harbour Investments’s iShares US Utilities ETF IDU Stock Holding History

Harbour Investments’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	$1.98M	Buy	17,009 +1,996	+13%	+$227K	0.03%	496
2025 Q4	$1.63M	Buy	15,013 +1,350	+10%	+$151K	0.03%	454
2025 Q3	$1.52M	Buy	13,663 +4,672	+52%	+$504K	0.03%	429
2025 Q2	$940K	Buy	8,991 +5,249	+140%	+$538K	0.02%	548
2025 Q1	$380K	Buy	3,742 +1,468	+65%	+$147K	0.01%	827
2024 Q4	$219K	Buy	2,274 +931	+69%	+$93.8K	0.01%	998
2024 Q3	$137K	Buy	1,343 +627	+88%	+$59.4K	﹤0.01%	1178
2024 Q2	$62.9K	Buy	716 +20	+3%	+$1.76K	﹤0.01%	1455
2024 Q1	$58.8K	Buy	696 +101	+17%	+$8.05K	﹤0.01%	1452
2023 Q4	$47.5K	Buy	595 +234	+65%	+$17.9K	﹤0.01%	1476
2023 Q3	$26.5K	Hold	361	–	–	﹤0.01%	1623
2023 Q2	$29.5K	Buy	361 +1	+0.3%	+$83	﹤0.01%	1602
2023 Q1	$30.2K	Hold	360	–	–	﹤0.01%	1560
2022 Q4	$31.1K	Buy	360 +101	+39%	+$8.48K	﹤0.01%	1492
2022 Q3	$22K	Hold	259	–	–	﹤0.01%	1600
2022 Q2	$22K	Buy	+259	New	+$22.9K	﹤0.01%	1600
2021 Q4	$18K	Sell	200 -1,027	-84%	-$85.9K	﹤0.01%	1713
2021 Q3	$97K	Hold	1,227	–	–	﹤0.01%	1392
2021 Q2	$96K	Buy	1,227 +202	+20%	+$16.4K	﹤0.01%	1417
2021 Q1	$82K	Buy	+1,025	New	+$78.9K	﹤0.01%	1402

Other funds holding IDU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments's IDU Position: Q1 2026 in Review

Harbour Investments increased its iShares US Utilities ETF (IDU) stake by 13% in Q1 2026, buying an estimated $227K and bringing the position to 17,009 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #496.

Harbour Investments first reported a position in IDU in Q1 2021 and has held it in 20 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Harbour Investments held 17,009 shares of iShares US Utilities ETF worth $1.98M as of Q1 2026.
Harbour Investments bought 1,996 iShares US Utilities ETF shares in Q1 2026, an estimated $227K.
iShares US Utilities ETF made up 0.03% of Harbour Investments's portfolio in Q1 2026, its #496 holding.
Harbour Investments first reported a position in iShares US Utilities ETF in Q1 2021 and has held it in 20 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.