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 Q3	$353K	Hold	3,500	–	–	0.16%	70
2026 Q2	$401K	Hold	3,500	–	–	0.21%	54
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

Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Lighthouse Financial's IDU Position: Q3 2026 in Review

Lighthouse Financial held its iShares US Utilities ETF (IDU) position steady in Q3 2026 at 3,500 shares worth $353K. The position accounts for 0.16% of the portfolio, ranked #70.

Lighthouse Financial first reported a position in IDU in Q4 2024 and has held it in 8 quarters since. The position peaked at $406K in Q1 2026. 87 funds tracked by Wall St. Rank hold IDU as of Q3 2026.

Lighthouse Financial held 3,500 shares of iShares US Utilities ETF worth $353K as of Q3 2026.
Lighthouse Financial left its iShares US Utilities ETF share count unchanged in Q3 2026.
iShares US Utilities ETF made up 0.16% of Lighthouse Financial's portfolio in Q3 2026, its #70 holding.
Lighthouse Financial first reported a position in iShares US Utilities ETF in Q4 2024 and has held it in 8 quarters since.
Lighthouse Financial's iShares US Utilities ETF position peaked at $406K in Q1 2026.
87 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.