Meridian Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Meridian Wealth 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	$217K	Buy	1,865 +6	+0.3%	+$682	0.01%	735
2025 Q4	$201K	Buy	+1,859	New	+$208K	0.01%	726
2019 Q3	–	Sell	-526	Closed	-$396	–	317
2019 Q2	$396	Buy	+526	New	+$39.1K	0.02%	408

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

Meridian Wealth Management's IDU Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares US Utilities ETF (IDU) stake by 0.32% in Q1 2026, buying an estimated $682 and bringing the position to 1,865 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #735.

Meridian Wealth Management first reported a position in IDU in Q2 2019 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Meridian Wealth Management held 1,865 shares of iShares US Utilities ETF worth $217K as of Q1 2026.
Meridian Wealth Management bought 6 iShares US Utilities ETF shares in Q1 2026, an estimated $682.
iShares US Utilities ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #735 holding.
Meridian Wealth Management first reported a position in iShares US Utilities ETF in Q2 2019 and has held it in 3 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.