Mullooly Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Mullooly Asset 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	$796K	Buy	6,856 +16	+0.2%	+$1.82K	0.29%	22
2025 Q4	$741K	Sell	6,840 -117	-2%	-$13.1K	0.27%	25
2025 Q3	$771K	Sell	6,957 -1,015	-13%	-$109K	0.3%	22
2025 Q2	$833K	Sell	7,972 -1,251	-14%	-$128K	0.35%	21
2025 Q1	$935K	Buy	+9,223	New	+$921K	0.42%	20

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

Mullooly Asset Management's IDU Position: Q1 2026 in Review

Mullooly Asset Management increased its iShares US Utilities ETF (IDU) stake by 0.23% in Q1 2026, buying an estimated $1.82K and bringing the position to 6,856 shares worth $796K. The position accounts for 0.29% of the portfolio, ranked #22.

Mullooly Asset Management first reported a position in IDU in Q1 2025 and has held it in 5 quarters since. The position peaked at $935K in Q1 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Mullooly Asset Management held 6,856 shares of iShares US Utilities ETF worth $796K as of Q1 2026.
Mullooly Asset Management bought 16 iShares US Utilities ETF shares in Q1 2026, an estimated $1.82K.
iShares US Utilities ETF made up 0.29% of Mullooly Asset Management's portfolio in Q1 2026, its #22 holding.
Mullooly Asset Management first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 5 quarters since.
Mullooly Asset Management's iShares US Utilities ETF position peaked at $935K in Q1 2025.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Mullooly Asset Management's 13F filing for Q1 2026, filed 7 May 2026.