Laurel Wealth Advisors (North Carolina)’s iShares US Utilities ETF IDU Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-900	Closed	-$97.5K	–	402
2025 Q4	$97.5K	Buy	+900	New	+$101K	0.01%	255
2025 Q2	–	Sell	-900	Closed	-$91.3K	–	409
2025 Q1	$91.3K	Buy	900 +231	+35%	+$23.1K	0.01%	250
2024 Q4	$64.3K	Hold	669	–	–	0.01%	282
2024 Q3	$68.2K	Hold	669	–	–	0.01%	280
2024 Q2	$58.7K	Hold	669	–	–	0.01%	275
2024 Q1	$56.5K	Hold	669	–	–	0.01%	283
2023 Q4	$53.4K	Buy	669 +1	+0.1%	+$77	0.01%	276
2023 Q3	$49.1K	Buy	668 +150	+29%	+$12K	0.01%	276
2023 Q2	$42.3K	Buy	518 +1	+0.2%	+$83	0.01%	300
2023 Q1	$43.3K	Hold	517	–	–	0.01%	296
2022 Q4	$44.7K	Buy	517 +301	+139%	+$25.3K	0.01%	267
2022 Q3	$18K	Hold	216	–	–	﹤0.01%	342
2022 Q2	$18K	Buy	216 +1	+0.5%	+$88	﹤0.01%	341
2022 Q1	$20K	Hold	215	–	–	﹤0.01%	344
2021 Q4	$19K	Hold	215	–	–	﹤0.01%	351
2021 Q3	$17K	Hold	215	–	–	﹤0.01%	358
2021 Q2	$17K	Buy	215 +1	+0.5%	+$81	﹤0.01%	398
2021 Q1	$17K	Hold	214	–	–	﹤0.01%	367
2020 Q4	$17K	Hold	214	–	–	﹤0.01%	363
2020 Q3	$16K	Hold	214	–	–	﹤0.01%	336
2020 Q2	$15K	Hold	214	–	–	﹤0.01%	331
2020 Q1	$15K	Hold	214	–	–	0.01%	321
2019 Q4	$17K	Hold	214	–	–	0.01%	336
2019 Q3	$17K	Hold	214	–	–	0.01%	326
2019 Q2	$16K	Buy	214 +2	+0.9%	+$149	0.01%	333
2019 Q1	$16K	Buy	212 +62	+41%	+$4.37K	0.01%	326
2018 Q4	$10K	Buy	+150	New	+$10.3K	﹤0.01%	349

Other funds holding IDU

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $7.98B AUM 28.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IDU Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 900 shares — an estimated $97.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IDU in Q4 2018 and held it in 27 quarters. The position peaked at $97.5K in Q4 2025. 302 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 900 iShares US Utilities ETF shares in Q1 2026, an estimated $97.5K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Utilities ETF in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares US Utilities ETF position peaked at $97.5K in Q4 2025.
302 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.