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

Lifeworks 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	–	Sell	-6,339	Closed	-$687K	–	311
2025 Q4	$687K	Sell	6,339 -6,714	-51%	-$750K	0.09%	176
2025 Q3	$1.45M	Buy	13,053 +4,173	+47%	+$450K	0.19%	111
2025 Q2	$929K	Buy	+8,880	New	+$909K	0.14%	132

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

Lifeworks Advisors's IDU Position: Q1 2026 in Review

Lifeworks Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 6,339 shares — an estimated $687K sold.

Lifeworks Advisors first reported a position in IDU in Q2 2025 and held it in 3 quarters. The position peaked at $1.45M in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Lifeworks Advisors reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 6,339 iShares US Utilities ETF shares in Q1 2026, an estimated $687K.
Lifeworks Advisors first reported a position in iShares US Utilities ETF in Q2 2025 and held it in 3 quarters.
Lifeworks Advisors's iShares US Utilities ETF position peaked at $1.45M in Q3 2025.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.