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Midwest Professional Planners Ltd (MPPL)’s iShares US Utilities ETF IDU Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 		– Sell
-28,162
Closed -$3.12M – 148
2025
Q3 		$3.12M Sell
28,162
-26
-0.1% -$2.8K 0.76% 48
2025
Q2 		$2.95M Buy
28,188
+385
+1% +$39.4K 0.78% 44
2025
Q1 		$2.82M Buy
27,803
+1,308
+5% +$131K 0.88% 36
2024
Q4 		$2.55M Sell
26,495
-571
-2% -$57.5K 0.76% 41
2024
Q3 		$2.76M Buy
+27,066
New +$2.56M 0.84% 33
2022
Q4 		– Sell
-46,763
Closed -$3.79M – 124
2022
Q3 		$3.79M Sell
46,763
-1,021
-2% -$91.9K 2.26% 8
2022
Q2 		$4.09M Buy
47,784
+23,245
+95% +$2.05M 2.31% 8
2022
Q1 		$2.23M Buy
24,539
+2,341
+11% +$199K 1.1% 21
2021
Q4 		$1.96M Buy
22,198
+393
+2% +$32.9K 0.95% 31
2021
Q3 		$1.72M Buy
+21,805
New +$1.8M 0.91% 29
2021
Q2 		– Sell
-6,336
Closed -$875K – 120
2021
Q1 		$875K Buy
+6,336
New +$488K 0.86% 33
2020
Q2 		– Sell
-12,672
Closed -$875K – 107
2020
Q1 		$875K Buy
+12,672
New +$1.01M 0.86% 34
2019
Q4 		– Sell
-7,230
Closed -$589K – 98
2019
Q3 		$589K Buy
7,230
+672
+10% +$52.3K 0.53% 45
2019
Q2 		$494K Buy
6,558
+912
+16% +$67.7K 0.46% 54
2019
Q1 		$416K Sell
5,646
-27,936
-83% -$1.97M 0.4% 53
2018
Q4 		$2.25M Buy
+33,582
New +$2.31M 2.43% 12
2018
Q3 		– Sell
-162
Closed -$11K – 175
2018
Q2 		$11K Sell
162
-234
-59% -$14.9K 0.01% 224
2018
Q1 		$25K Sell
396
-860
-68% -$54.1K 0.02% 168
2017
Q4 		$83K Buy
+1,256
New +$86.4K 0.08% 126

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IDU Position: Q4 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares US Utilities ETF (IDU) in Q4 2025, closing a stake of 28,162 shares — an estimated $3.12M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in IDU in Q4 2017 and held it in 19 quarters. The position peaked at $4.09M in Q2 2022. 308 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares US Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 28,162 iShares US Utilities ETF shares in Q4 2025, an estimated $3.12M.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares US Utilities ETF in Q4 2017 and held it in 19 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares US Utilities ETF position peaked at $4.09M in Q2 2022.
  • 308 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2025, filed 6 Feb 2026.