Nalls Sherbakoff Group’s iShares US Utilities ETF IDU Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$128K	Sell	1,179 -12	-1%	-$1.34K	0.09%	131
2025 Q3	$132K	Hold	1,191	–	–	0.09%	127
2025 Q2	$125K	Hold	1,191	–	–	0.09%	125
2025 Q1	$121K	Buy	+1,191	New	+$119K	0.1%	112
2023 Q4	$126K	Hold	1,575	–	–	0.11%	105
2023 Q3	$116K	Hold	1,575	–	–	0.11%	106
2023 Q2	$127K	Hold	1,575	–	–	0.12%	103
2023 Q1	$131K	Buy	+1,575	New	+$131K	0.13%	105
2018 Q4	$81K	Buy	+1,202	New	+$82.8K	0.13%	94

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Nalls Sherbakoff Group's IDU Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its iShares US Utilities ETF (IDU) stake by 1% in Q4 2025, selling an estimated $1.34K and leaving 1,179 shares worth $128K. The position accounts for 0.09% of the portfolio, ranked #131.

Nalls Sherbakoff Group first reported a position in IDU in Q4 2018 and has held it in 9 quarters since. The position peaked at $132K in Q3 2025. 308 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

Nalls Sherbakoff Group held 1,179 shares of iShares US Utilities ETF worth $128K as of Q4 2025.
Nalls Sherbakoff Group sold 12 iShares US Utilities ETF shares in Q4 2025, an estimated $1.34K.
iShares US Utilities ETF made up 0.09% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #131 holding.
Nalls Sherbakoff Group first reported a position in iShares US Utilities ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares US Utilities ETF position peaked at $132K in Q3 2025.
308 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.