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

MinichMacGregor 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 		– Sell
-110,594
Closed -$12M – 146
2025
Q4 		$12M Buy
110,594
+4,559
+4% +$509K 2.17% 16
2025
Q3 		$11.8M Sell
106,035
-562
-0.5% -$60.6K 2.29% 13
2025
Q2 		$11.1M Sell
106,597
-6,552
-6% -$671K 2.38% 16
2025
Q1 		$11.5M Buy
+113,149
New +$11.3M 2.57% 13
2023
Q1 		– Sell
-138,873
Closed -$12M – 333
2022
Q4 		$12M Buy
138,873
+49,400
+55% +$4.15M 4.34% 6
2022
Q3 		$7.26M Buy
+89,473
New +$8.05M 2.9% 13
2020
Q4 		– Sell
-14,288
Closed -$1.04M – 81
2020
Q3 		$1.04M Sell
14,288
-1,916
-12% -$141K 0.49% 35
2020
Q2 		$1.14M Buy
+16,204
New +$1.16M 0.63% 27
2020
Q1 		– Sell
-208,362
Closed -$16.9M – 93
2019
Q4 		$16.9M Buy
208,362
+16,184
+8% +$1.29M 9.4% 3
2019
Q3 		$15.6M Buy
192,178
+30,304
+19% +$2.36M 10.59% 2
2019
Q2 		$12.2M Buy
161,874
+9,386
+6% +$697K 8.51% 1
2019
Q1 		$11.2M Buy
+152,488
New +$10.8M 8.39% 1
2016
Q4 		– Sell
-49,990
Closed -$3.06M – 469
2016
Q3 		$3.06M Buy
49,990
+4,404
+10% +$279K 2.87% 14
2016
Q2 		$2.99M Buy
45,586
+328
+0.7% +$20.2K 2.82% 10
2016
Q1 		$2.8M Buy
+45,258
New +$2.6M 2.7% 11

Other funds holding IDU

Fidelity International
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MinichMacGregor Wealth Management sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 110,594 shares — an estimated $12M sold.

MinichMacGregor Wealth Management first reported a position in IDU in Q1 2016 and held it in 15 quarters. The position peaked at $16.9M in Q4 2019. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • MinichMacGregor Wealth Management reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 110,594 iShares US Utilities ETF shares in Q1 2026, an estimated $12M.
  • MinichMacGregor Wealth Management first reported a position in iShares US Utilities ETF in Q1 2016 and held it in 15 quarters.
  • MinichMacGregor Wealth Management's iShares US Utilities ETF position peaked at $16.9M in Q4 2019.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.