Moors & Cabot
IDU icon

Moors & Cabot’s iShares US Utilities ETF IDU Stock Holding History

Moors & Cabot’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 		$253K Sell
2,505
-294
-11% -$32.5K 0.01% 830
2026
Q2 		$321K Sell
2,799
-99
-3% -$11.3K 0.01% 727
2026
Q1 		$337K Buy
2,898
+206
+8% +$23.4K 0.01% 663
2025
Q4 		$292K Hold
2,692
– – 0.01% 693
2025
Q3 		$299K Buy
2,692
+6
+0.2% +$647 0.01% 676
2025
Q2 		$281K Buy
2,686
+43
+2% +$4.4K 0.01% 673
2025
Q1 		$268K Sell
2,643
-237
-8% -$23.7K 0.01% 680
2024
Q4 		$277K Sell
2,880
-17
-0.6% -$1.71K 0.01% 684
2024
Q3 		$296K Sell
2,897
-45
-2% -$4.26K 0.01% 663
2024
Q2 		$259K Buy
2,942
+28
+1% +$2.46K 0.01% 680
2024
Q1 		$246K Buy
2,914
+170
+6% +$13.5K 0.01% 743
2023
Q4 		$219K Buy
+2,744
New +$210K 0.01% 726
2023
Q2 		– Sell
-2,516
Closed -$211K – 878
2023
Q1 		$211K Sell
2,516
-640
-20% -$53.4K 0.01% 736
2022
Q4 		$273K Sell
3,156
-222
-7% -$18.6K 0.02% 619
2022
Q3 		$274K Buy
3,378
+134
+4% +$12.1K 0.02% 588
2022
Q2 		$278K Hold
3,244
– – 0.02% 584
2022
Q1 		$295K Hold
3,244
– – 0.02% 629
2021
Q4 		$287K Buy
3,244
+21
+0.7% +$1.76K 0.02% 653
2021
Q3 		$254K Buy
3,223
+25
+0.8% +$2.06K 0.02% 662
2021
Q2 		$251K Buy
+3,198
New +$259K 0.02% 642
2014
Q3 		– Sell
-7,386
Closed -$408K – 546
2014
Q2 		$408K Buy
+7,386
New +$395K 0.07% 312

Other funds holding IDU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Moors & Cabot's IDU Position: Q3 2026 in Review

Moors & Cabot reduced its iShares US Utilities ETF (IDU) stake by 11% in Q3 2026, selling an estimated $32.5K and leaving 2,505 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #830.

Moors & Cabot first reported a position in IDU in Q2 2014 and has held it in 21 quarters since. The position peaked at $408K in Q2 2014. 137 funds tracked by Wall St. Rank hold IDU as of Q3 2026.

  • Moors & Cabot held 2,505 shares of iShares US Utilities ETF worth $253K as of Q3 2026.
  • Moors & Cabot sold 294 iShares US Utilities ETF shares in Q3 2026, an estimated $32.5K.
  • iShares US Utilities ETF made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #830 holding.
  • Moors & Cabot first reported a position in iShares US Utilities ETF in Q2 2014 and has held it in 21 quarters since.
  • Moors & Cabot's iShares US Utilities ETF position peaked at $408K in Q2 2014.
  • 137 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.