Laidlaw Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Laidlaw Wealth Management’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 Q1	–	Sell	-5,299	Closed	-$510K	–	100
2024 Q4	$510K	Hold	5,299	–	–	0.22%	107
2024 Q3	$541K	Sell	5,299 -168	-3%	-$15.9K	0.27%	106
2024 Q2	$480K	Hold	5,467	–	–	0.26%	106
2024 Q1	$462K	Sell	5,467 -2,895	-35%	-$231K	0.26%	110
2023 Q4	$668K	Buy	+8,362	New	+$641K	0.24%	106

Other funds holding IDU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Laidlaw Wealth Management's IDU Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 5,299 shares — an estimated $510K sold.

Laidlaw Wealth Management first reported a position in IDU in Q4 2023 and held it in 5 quarters. The position peaked at $668K in Q4 2023. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

Laidlaw Wealth Management reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 5,299 iShares US Utilities ETF shares in Q1 2025, an estimated $510K.
Laidlaw Wealth Management first reported a position in iShares US Utilities ETF in Q4 2023 and held it in 5 quarters.
Laidlaw Wealth Management's iShares US Utilities ETF position peaked at $668K in Q4 2023.
251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.