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J.W. Cole Advisors’s iShares US Utilities ETF IDU Stock Holding History

J.W. Cole 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
2026
Q1 		– Sell
-28,655
Closed -$3.04M – 1084
2025
Q4 		$3.04M Buy
28,655
+1,079
+4% +$121K 0.07% 266
2025
Q3 		$3.06M Buy
27,576
+934
+4% +$101K 0.06% 319
2025
Q2 		$2.79M Buy
26,642
+1,226
+5% +$126K 0.06% 311
2025
Q1 		$2.58M Buy
25,416
+21,234
+508% +$2.12M 0.08% 250
2024
Q4 		$402K Buy
4,182
+5
+0.1% +$504 0.02% 683
2024
Q3 		$426K Buy
4,177
+4
+0.1% +$379 0.02% 654
2024
Q2 		$367K Sell
4,173
-368
-8% -$32.3K 0.02% 629
2024
Q1 		$384K Sell
4,541
-983
-18% -$78.3K 0.02% 609
2023
Q4 		$441K Buy
5,524
+213
+4% +$16.3K 0.03% 523
2023
Q3 		$391K Sell
5,311
-209
-4% -$16.8K 0.03% 483
2023
Q2 		$451K Sell
5,520
-3,987
-42% -$332K 0.03% 451
2023
Q1 		$796K Buy
9,507
+4,561
+92% +$381K 0.06% 336
2022
Q4 		$428K Sell
4,946
-191
-4% -$16K 0.03% 458
2022
Q3 		$417K Buy
5,137
+253
+5% +$22.8K 0.03% 443
2022
Q2 		$418K Sell
4,884
-37
-0.8% -$3.27K 0.03% 455
2022
Q1 		$448K Sell
4,921
-33
-0.7% -$2.81K 0.03% 491
2021
Q4 		$438K Buy
+4,954
New +$414K 0.03% 515
2021
Q3 		– Sell
-4,568
Closed -$359K – 575
2021
Q2 		$359K Buy
4,568
+3
+0.1% +$243 0.03% 528
2021
Q1 		$363K Sell
4,565
-3,331
-42% -$256K 0.04% 464
2020
Q4 		$613K Sell
7,896
-8,614
-52% -$671K 0.06% 299
2020
Q3 		$1.21M Buy
+16,510
New +$1.21M 0.09% 221
2020
Q2 		– Sell
-3,480
Closed -$240K – 311
2020
Q1 		$240K Sell
3,480
-1,120
-24% -$89.4K 0.46% 70
2019
Q4 		$373K Buy
+4,600
New +$367K 0.05% 368

Other funds holding IDU

Fidelity International
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

J.W. Cole Advisors's IDU Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 28,655 shares — an estimated $3.04M sold.

J.W. Cole Advisors first reported a position in IDU in Q4 2019 and held it in 23 quarters. The position peaked at $3.06M in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 28,655 iShares US Utilities ETF shares in Q1 2026, an estimated $3.04M.
  • J.W. Cole Advisors first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 23 quarters.
  • J.W. Cole Advisors's iShares US Utilities ETF position peaked at $3.06M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.