Mendota Financial Group’s iShares US Utilities ETF IDU Stock Holding History

Mendota Financial Group’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
2025 Q1	–	Sell	-290	Closed	-$27.9K	–	231
2024 Q4	$27.9K	Hold	290	–	–	0.02%	191
2024 Q3	$29.6K	Hold	290	–	–	0.01%	201
2024 Q2	$25.5K	Hold	290	–	–	0.01%	202
2024 Q1	$24.5K	Hold	290	–	–	0.01%	206
2023 Q4	$23.2K	Hold	290	–	–	0.02%	237
2023 Q3	$21.3K	Hold	290	–	–	0.02%	171
2023 Q2	$23.7K	Hold	290	–	–	0.03%	169
2023 Q1	$26.4K	Hold	290	–	–	0.03%	179
2022 Q4	$25.1K	Buy	+290	New	+$24.3K	0.03%	167

Other funds holding IDU

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mendota Financial Group's IDU Position: Q1 2025 in Review

Mendota Financial Group sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 290 shares — an estimated $27.9K sold.

Mendota Financial Group first reported a position in IDU in Q4 2022 and held it in 9 quarters. The position peaked at $29.6K in Q3 2024. 252 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

Mendota Financial Group reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 290 iShares US Utilities ETF shares in Q1 2025, an estimated $27.9K.
Mendota Financial Group first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 9 quarters.
Mendota Financial Group's iShares US Utilities ETF position peaked at $29.6K in Q3 2024.
252 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.