Midwest Trust
IDU icon

Midwest Trust’s iShares US Utilities ETF IDU Stock Holding History

Midwest Trust’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 		$297K Sell
2,942
-130
-4% -$14.4K ﹤0.01% 542
2026
Q2 		$352K Buy
3,072
+980
+47% +$112K ﹤0.01% 507
2026
Q1 		$243K Hold
2,092
– – ﹤0.01% 548
2025
Q4 		$227K Hold
2,092
– – ﹤0.01% 562
2025
Q3 		$232K Buy
2,092
+175
+9% +$18.9K ﹤0.01% 555
2025
Q2 		$200K Buy
+1,917
New +$196K ﹤0.01% 577

Other funds holding IDU

Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
BOS Asset Management
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLP3 LLC
MLP3 LLC Linwood, New Jersey $116M AUM 11.27% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Midwest Trust's IDU Position: Q3 2026 in Review

Midwest Trust reduced its iShares US Utilities ETF (IDU) stake by 4.2% in Q3 2026, selling an estimated $14.4K and leaving 2,942 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Midwest Trust first reported a position in IDU in Q2 2025 and has held it in 6 quarters since. The position peaked at $352K in Q2 2026. 61 funds tracked by Wall St. Rank hold IDU as of Q3 2026.

  • Midwest Trust held 2,942 shares of iShares US Utilities ETF worth $297K as of Q3 2026.
  • Midwest Trust sold 130 iShares US Utilities ETF shares in Q3 2026, an estimated $14.4K.
  • iShares US Utilities ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #542 holding.
  • Midwest Trust first reported a position in iShares US Utilities ETF in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's iShares US Utilities ETF position peaked at $352K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.