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Lifestyle Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Lifestyle Asset 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
2026
Q1 		– Sell
-28,852
Closed -$3.13M – 146
2025
Q4 		$3.13M Buy
28,852
+14,145
+96% +$1.58M 1.02% 22
2025
Q3 		$1.63M Buy
+14,707
New +$1.59M 0.56% 51

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 $1.1B 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
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

Lifestyle Asset Management's IDU Position: Q1 2026 in Review

Lifestyle Asset Management sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 28,852 shares — an estimated $3.13M sold.

Lifestyle Asset Management first reported a position in IDU in Q3 2025 and held it in 2 quarters. The position peaked at $3.13M in Q4 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Lifestyle Asset Management reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Lifestyle Asset Management sold 28,852 iShares US Utilities ETF shares in Q1 2026, an estimated $3.13M.
  • Lifestyle Asset Management first reported a position in iShares US Utilities ETF in Q3 2025 and held it in 2 quarters.
  • Lifestyle Asset Management's iShares US Utilities ETF position peaked at $3.13M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.