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Kingswood Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

Kingswood Wealth 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
2025
Q4 		– Sell
-3,130
Closed -$347K – 889
2025
Q3 		$347K Buy
+3,130
New +$338K 0.02% 576

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingswood Wealth Advisors's IDU Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q4 2025, closing a stake of 3,130 shares — an estimated $347K sold.

Kingswood Wealth Advisors first reported a position in IDU in Q3 2025 and held it in 1 quarter. The position peaked at $347K in Q3 2025. 309 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,130 iShares US Utilities ETF shares in Q4 2025, an estimated $347K.
  • Kingswood Wealth Advisors first reported a position in iShares US Utilities ETF in Q3 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's iShares US Utilities ETF position peaked at $347K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.