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LBMC Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

LBMC Investment 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
2026
Q1 		$12.4M Sell
106,885
-3,420
-3% -$389K 0.76% 25
2025
Q4 		$12M Sell
110,305
-404
-0.4% -$45.1K 0.74% 26
2025
Q3 		$12.3M Sell
110,709
-2,135
-2% -$230K 0.78% 23
2025
Q2 		$11.8M Sell
112,844
-983
-0.9% -$101K 0.84% 22
2025
Q1 		$11.5M Buy
113,827
+191
+0.2% +$19.1K 0.9% 20
2024
Q4 		$10.9M Sell
113,636
-2,394
-2% -$241K 0.86% 19
2024
Q3 		$11.8M Sell
116,030
-2,220
-2% -$210K 0.94% 17
2024
Q2 		$10.4M Sell
118,250
-220
-0.2% -$19.3K 0.9% 19
2024
Q1 		$10M Sell
118,470
-1,183
-1% -$94.3K 0.87% 19
2023
Q4 		$9.56M Sell
119,653
-1,010
-0.8% -$77.4K 0.91% 19
2023
Q3 		$8.57M Sell
120,663
-2,637
-2% -$212K 0.91% 19
2023
Q2 		$10.1M Sell
123,300
-3,747
-3% -$312K 0.99% 15
2023
Q1 		$10.6M Sell
127,047
-1,430
-1% -$119K 1.07% 14
2022
Q4 		$11.1M Buy
128,477
+5,246
+4% +$440K 1.17% 12
2022
Q3 		$10M Sell
123,231
-136
-0.1% -$12.2K 1.15% 13
2022
Q2 		$10.6M Buy
123,367
+536
+0.4% +$47.4K 1.15% 14
2022
Q1 		$11.2M Sell
122,831
-46
-0% -$3.91K 0.99% 17
2021
Q4 		$10.9M Buy
122,877
+110,196
+869% +$9.22M 0.94% 17
2021
Q3 		$10.1K Sell
12,681
-114,233
-90% -$9.43M 0.94% 16
2021
Q2 		$9.96M Buy
126,914
+1,003
+0.8% +$81.3K 0.95% 16
2021
Q1 		$10M Buy
125,911
+351
+0.3% +$27K 1.06% 15
2020
Q4 		$9.74M Sell
125,560
-6,018
-5% -$469K 1.15% 13
2020
Q3 		$9.61M Buy
131,578
+984
+0.8% +$72.2K 1.33% 12
2020
Q2 		$9.15M Sell
130,594
-1,322
-1% -$94.6K 1.44% 11
2020
Q1 		$9.11M Buy
131,916
+314
+0.2% +$25.1K 1.7% 11
2019
Q4 		$10.7M Buy
131,602
+688
+0.5% +$54.8K 1.51% 11
2019
Q3 		$10.7M Buy
130,914
+142
+0.1% +$11K 1.62% 11
2019
Q2 		$9.86M Buy
130,772
+158
+0.1% +$11.7K 1.49% 11
2019
Q1 		$9.62M Buy
130,614
+824
+0.6% +$58.1K 1.53% 11
2018
Q4 		$8.71M Buy
129,790
+1,086
+0.8% +$74.8K 1.6% 10
2018
Q3 		$8.63M Sell
128,704
-3,692
-3% -$249K 1.37% 11
2018
Q2 		$8.73M Sell
132,396
-6,142
-4% -$392K 1.44% 11
2018
Q1 		$8.83M Sell
138,538
-15,370
-10% -$967K 1.53% 11
2017
Q4 		$10.2M Sell
153,908
-53,134
-26% -$3.65M 1.67% 10
2017
Q3 		$13.8M Sell
207,042
-47,018
-19% -$3.16M 2.38% 9
2017
Q2 		$16.5M Sell
254,060
-5,510
-2% -$362K 2.9% 8
2017
Q1 		$16.7M Sell
259,570
-9,822
-4% -$615K 2.98% 8
2016
Q4 		$16.4M Sell
269,392
-3,826
-1% -$229K 3.07% 8
2016
Q3 		$16.7M Buy
273,218
+4,432
+2% +$281K 3.21% 8
2016
Q2 		$17.6M Buy
268,786
+5,668
+2% +$349K 3.54% 8
2016
Q1 		$16.3M Buy
263,118
+2,892
+1% +$166K 3.36% 8
2015
Q4 		$14M Buy
260,226
+2,696
+1% +$146K 3.03% 9
2015
Q3 		$13.9M Buy
257,530
+774
+0.3% +$41.5K 3.14% 10
2015
Q2 		$13.3M Buy
256,756
+1,586
+0.6% +$87.2K 2.82% 10
2015
Q1 		$14.3M Buy
255,170
+6,684
+3% +$388K 3.19% 9
2014
Q4 		$14.7M Buy
248,486
+1,470
+0.6% +$83.4K 3.41% 8
2014
Q3 		$13M Buy
247,016
+78,116
+46% +$4.16M 3.15% 9
2014
Q2 		$9.4M Sell
168,900
-79,674
-32% -$4.26M 2.54% 9
2014
Q1 		$12.9M Sell
248,574
-996
-0.4% -$49.4K 3.26% 9
2013
Q4 		$12M Buy
249,570
+1,434
+0.6% +$68.9K 3.13% 9
2013
Q3 		$11.6M Sell
248,136
-7,050
-3% -$337K 3.44% 8
2013
Q2 		$12.1M Buy
+255,186
New +$12.4M 4.19% 8

Other funds holding IDU

Fidelity International
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LBMC Investment Advisors's IDU Position: Q1 2026 in Review

LBMC Investment Advisors reduced its iShares US Utilities ETF (IDU) stake by 3.1% in Q1 2026, selling an estimated $389K and leaving 106,885 shares worth $12.4M. The position accounts for 0.76% of the portfolio, ranked #25.

LBMC Investment Advisors first reported a position in IDU in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.6M in Q2 2016. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • LBMC Investment Advisors held 106,885 shares of iShares US Utilities ETF worth $12.4M as of Q1 2026.
  • LBMC Investment Advisors sold 3,420 iShares US Utilities ETF shares in Q1 2026, an estimated $389K.
  • iShares US Utilities ETF made up 0.76% of LBMC Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • LBMC Investment Advisors first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 52 quarters since.
  • LBMC Investment Advisors's iShares US Utilities ETF position peaked at $17.6M in Q2 2016.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.