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

MGB 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
2025 Q4	$74.8K	Hold	690	–	–	0.02%	254
2025 Q3	$76.5K	Hold	690	–	–	0.02%	258
2025 Q2	$72.2K	Hold	690	–	–	0.02%	252
2025 Q1	$70K	Hold	690	–	–	0.03%	242
2024 Q4	$66.4K	Hold	690	–	–	0.02%	236
2024 Q3	$70.4K	Hold	690	–	–	0.03%	227
2024 Q2	$63.1K	Hold	690	–	–	0.02%	230
2024 Q1	$58.3K	Sell	690 -506	-42%	-$40.3K	0.02%	223
2023 Q4	$95.6K	Buy	+1,196	New	+$91.6K	0.05%	201

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MGB Wealth Management's IDU Position: Q4 2025 in Review

MGB Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q4 2025 at 690 shares worth $74.8K. The position accounts for 0.02% of the portfolio, ranked #254.

MGB Wealth Management first reported a position in IDU in Q4 2023 and has held it in 9 quarters since. The position peaked at $95.6K in Q4 2023. 308 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

MGB Wealth Management held 690 shares of iShares US Utilities ETF worth $74.8K as of Q4 2025.
MGB Wealth Management left its iShares US Utilities ETF share count unchanged in Q4 2025.
iShares US Utilities ETF made up 0.02% of MGB Wealth Management's portfolio in Q4 2025, its #254 holding.
MGB Wealth Management first reported a position in iShares US Utilities ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares US Utilities ETF position peaked at $95.6K in Q4 2023.
308 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.