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 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

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

Midwest Trust's IDU Position: Q1 2026 in Review

Midwest Trust held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 2,092 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Midwest Trust first reported a position in IDU in Q2 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Midwest Trust held 2,092 shares of iShares US Utilities ETF worth $243K as of Q1 2026.
Midwest Trust left its iShares US Utilities ETF share count unchanged in Q1 2026.
iShares US Utilities ETF made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #548 holding.
Midwest Trust first reported a position in iShares US Utilities ETF in Q2 2025 and has held it in 4 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.