Jackson Hole Capital Partners’s iShares US Utilities ETF IDU Stock Holding History

Jackson Hole Capital Partners’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	$7.2K	Hold	62	–	–	﹤0.01%	294
2025 Q4	$6.72K	Hold	62	–	–	﹤0.01%	292
2025 Q3	$6.88K	Hold	62	–	–	﹤0.01%	286
2025 Q2	$6.48K	Hold	62	–	–	﹤0.01%	265
2025 Q1	$6.29K	Hold	62	–	–	﹤0.01%	263
2024 Q4	$5.96K	Hold	62	–	–	﹤0.01%	260
2024 Q3	$6.33K	Hold	62	–	–	﹤0.01%	254
2024 Q2	$5.45K	Hold	62	–	–	﹤0.01%	259
2024 Q1	$5.24K	Hold	62	–	–	﹤0.01%	258
2023 Q4	$4.96K	Hold	62	–	–	﹤0.01%	259
2023 Q3	$4.56K	Hold	62	–	–	﹤0.01%	245
2023 Q2	$5.07K	Hold	62	–	–	﹤0.01%	259
2023 Q1	$5.19K	Hold	62	–	–	﹤0.01%	281
2022 Q4	$5.37K	Hold	62	–	–	﹤0.01%	252
2022 Q3	$5K	Hold	62	–	–	﹤0.01%	253
2022 Q2	$5K	Hold	62	–	–	﹤0.01%	229
2022 Q1	$6K	Hold	62	–	–	﹤0.01%	237
2021 Q4	$5K	Hold	62	–	–	﹤0.01%	227
2021 Q3	$5K	Hold	62	–	–	﹤0.01%	237
2021 Q2	$5K	Hold	62	–	–	﹤0.01%	236
2021 Q1	$5K	Hold	62	–	–	﹤0.01%	234
2020 Q4	$5K	Hold	62	–	–	﹤0.01%	207
2020 Q3	$5K	Hold	62	–	–	﹤0.01%	182
2020 Q2	$4K	Hold	62	–	–	﹤0.01%	168
2020 Q1	$4K	Hold	62	–	–	﹤0.01%	161
2019 Q4	$5K	Hold	62	–	–	﹤0.01%	204
2019 Q3	$5K	Hold	62	–	–	﹤0.01%	202
2019 Q2	$5K	Hold	62	–	–	﹤0.01%	192
2019 Q1	$5K	Hold	62	–	–	﹤0.01%	152
2018 Q4	$4K	Buy	+62	New	+$4.27K	﹤0.01%	140

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 $1.16B AUM 28.78% 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

Jackson Hole Capital Partners's IDU Position: Q1 2026 in Review

Jackson Hole Capital Partners held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 62 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Jackson Hole Capital Partners first reported a position in IDU in Q4 2018 and has held it in 30 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Jackson Hole Capital Partners held 62 shares of iShares US Utilities ETF worth $7.2K as of Q1 2026.
Jackson Hole Capital Partners left its iShares US Utilities ETF share count unchanged in Q1 2026.
iShares US Utilities ETF made up ﹤0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #294 holding.
Jackson Hole Capital Partners first reported a position in iShares US Utilities ETF in Q4 2018 and has held it in 30 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.