Lido Advisors’s iShares US Utilities ETF IDU Stock Holding History

Lido 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	$336K	Buy	2,895 +9	+0.3%	+$1.02K	﹤0.01%	1505
2025 Q4	$316K	Buy	+2,886	New	+$323K	﹤0.01%	1538

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

Lido Advisors's IDU Position: Q1 2026 in Review

Lido Advisors increased its iShares US Utilities ETF (IDU) stake by 0.31% in Q1 2026, buying an estimated $1.02K and bringing the position to 2,895 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Lido Advisors first reported a position in IDU in Q4 2025 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Lido Advisors held 2,895 shares of iShares US Utilities ETF worth $336K as of Q1 2026.
Lido Advisors bought 9 iShares US Utilities ETF shares in Q1 2026, an estimated $1.02K.
iShares US Utilities ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1505 holding.
Lido Advisors first reported a position in iShares US Utilities ETF in Q4 2025 and has held it in 2 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.