Kesler Norman & Wride’s iShares US Utilities ETF IDU Stock Holding History

Kesler Norman & Wride’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	$530K	Sell	4,564 -3,909	-46%	-$444K	0.09%	186
2025 Q4	$918K	Buy	+8,473	New	+$947K	0.16%	141
2025 Q3	–	Sell	-3,458	Closed	-$362K	–	230
2025 Q2	$362K	Buy	+3,458	New	+$354K	0.06%	195
2023 Q3	–	Sell	-2,468	Closed	-$202K	–	164
2023 Q2	$202K	Buy	2,468 +17	+0.7%	+$1.42K	0.05%	152
2023 Q1	$205K	Sell	2,451 -2,909	-54%	-$243K	0.05%	150
2022 Q4	$464K	Sell	5,360 -35,113	-87%	-$2.95M	0.12%	131
2022 Q3	$3.28M	Buy	40,473 +6,081	+18%	+$547K	0.92%	42
2022 Q2	$2.94M	Buy	+34,392	New	+$3.04M	0.82%	56

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

Kesler Norman & Wride's IDU Position: Q1 2026 in Review

Kesler Norman & Wride reduced its iShares US Utilities ETF (IDU) stake by 46% in Q1 2026, selling an estimated $444K and leaving 4,564 shares worth $530K. The position accounts for 0.09% of the portfolio, ranked #186.

Kesler Norman & Wride first reported a position in IDU in Q2 2022 and has held it in 8 quarters since. The position peaked at $3.28M in Q3 2022. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Kesler Norman & Wride held 4,564 shares of iShares US Utilities ETF worth $530K as of Q1 2026.
Kesler Norman & Wride sold 3,909 iShares US Utilities ETF shares in Q1 2026, an estimated $444K.
iShares US Utilities ETF made up 0.09% of Kesler Norman & Wride's portfolio in Q1 2026, its #186 holding.
Kesler Norman & Wride first reported a position in iShares US Utilities ETF in Q2 2022 and has held it in 8 quarters since.
Kesler Norman & Wride's iShares US Utilities ETF position peaked at $3.28M in Q3 2022.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Kesler Norman & Wride's 13F filing for Q1 2026, filed 6 May 2026.