HRT Financial’s iShares US Utilities ETF IDU Stock Holding History

HRT Financial’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	$755K	Buy	+6,509	New	+$740K	﹤0.01%	2233
2025 Q4	–	Sell	-3,272	Closed	-$362K	–	3553
2025 Q3	$362K	Sell	3,272 -6,385	-66%	-$689K	﹤0.01%	2068
2025 Q2	$1.01M	Buy	+9,657	New	+$989K	﹤0.01%	1267
2025 Q1	–	Sell	-5,770	Closed	-$555K	–	2902
2024 Q4	$555K	Buy	+5,770	New	+$581K	﹤0.01%	1389
2021 Q1	–	Sell	-15,501	Closed	-$1.2M	–	2882
2020 Q4	$1.2M	Sell	15,501 -34,137	-69%	-$2.66M	0.02%	519
2020 Q3	$3.62M	Buy	49,638 +8,872	+22%	+$651K	0.11%	128
2020 Q2	$2.86M	Sell	40,766 -47,640	-54%	-$3.41M	0.09%	252
2020 Q1	$6.1M	Buy	+88,406	New	+$7.05M	0.39%	48
2015 Q3	–	Sell	-28,364	Closed	-$1.47M	–	117
2015 Q2	$1.47M	Buy	+28,364	New	+$1.56M	0.69%	26

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

HRT Financial's IDU Position: Q1 2026 in Review

HRT Financial opened a new position in iShares US Utilities ETF (IDU) in Q1 2026: 6,509 shares worth $755K. The stake represents ﹤0.01% of the portfolio and ranks #2233 among its holdings. This is a return to the name: HRT Financial previously reported a position in IDU as recently as Q3 2025.

HRT Financial first reported a position in IDU in Q2 2015 and has held it in 9 quarters since. The position peaked at $6.1M in Q1 2020. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

HRT Financial held 6,509 shares of iShares US Utilities ETF worth $755K as of Q1 2026.
iShares US Utilities ETF was a new HRT Financial position in Q1 2026.
iShares US Utilities ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2233 holding.
HRT Financial first reported a position in iShares US Utilities ETF in Q2 2015 and has held it in 9 quarters since.
HRT Financial's iShares US Utilities ETF position peaked at $6.1M in Q1 2020.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.