Lighthouse Financial’s iShares US Utilities ETF IDU Stock Holding History

Lighthouse Financial’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	$406K	Hold	3,500	–	–	0.25%	48
2025 Q4	$379K	Hold	3,500	–	–	0.25%	47
2025 Q3	$388K	Hold	3,500	–	–	0.26%	54
2025 Q2	$366K	Hold	3,500	–	–	0.28%	51
2025 Q1	$355K	Hold	3,500	–	–	0.31%	49
2024 Q4	$337K	Buy	+3,500	New	+$353K	0.27%	53

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

Lighthouse Financial's IDU Position: Q1 2026 in Review

Lighthouse Financial held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 3,500 shares worth $406K. The position accounts for 0.25% of the portfolio, ranked #48.

Lighthouse Financial first reported a position in IDU in Q4 2024 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Lighthouse Financial held 3,500 shares of iShares US Utilities ETF worth $406K as of Q1 2026.
Lighthouse Financial left its iShares US Utilities ETF share count unchanged in Q1 2026.
iShares US Utilities ETF made up 0.25% of Lighthouse Financial's portfolio in Q1 2026, its #48 holding.
Lighthouse Financial first reported a position in iShares US Utilities ETF in Q4 2024 and has held it in 6 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.