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Navellier & Associates’s iShares US Utilities ETF IDU Stock Holding History

Navellier & Associates’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
Q1 		– Sell
-10,370
Closed -$998K – 342
2024
Q4 		$998K Buy
10,370
+1,563
+18% +$157K 0.12% 160
2024
Q3 		$898K Buy
+8,807
New +$834K 0.12% 148
2022
Q3 		– Sell
-13,391
Closed -$1.15M – 285
2022
Q2 		$1.15M Sell
13,391
-169
-1% -$14.9K 0.25% 99
2022
Q1 		$1.23M Buy
+13,560
New +$1.15M 0.21% 112
2020
Q1 		– Sell
-21,952
Closed -$1.78M – 263
2019
Q4 		$1.78M Buy
+21,952
New +$1.75M 0.29% 101
2018
Q1 		– Sell
-35,964
Closed -$2.39M – 320
2017
Q4 		$2.39M Sell
35,964
-19,220
-35% -$1.32M 0.45% 75
2017
Q3 		$3.67M Buy
+55,184
New +$3.71M 0.71% 41
2017
Q1 		– Sell
-51,636
Closed -$3.15M – 298
2016
Q4 		$3.15M Buy
51,636
+644
+1% +$38.6K 0.52% 80
2016
Q3 		$3.13M Sell
50,992
-143,746
-74% -$9.12M 0.45% 78
2016
Q2 		$12.8M Buy
+194,738
New +$12M 1.91% 13
2015
Q2 		– Sell
-62,608
Closed -$3.5M – 372
2015
Q1 		$3.5M Buy
62,608
+19,120
+44% +$1.11M 0.32% 44
2014
Q4 		$2.57M Buy
43,488
+17,714
+69% +$1.01M 0.13% 45
2014
Q3 		$1.36M Buy
25,774
+7,820
+44% +$416K 0.07% 81
2014
Q2 		$1M Buy
+17,954
New +$959K 0.05% 103
2013
Q4 		– Sell
-922,204
Closed -$43.3M – 324
2013
Q3 		$43.3M Buy
922,204
+733,494
+389% +$35.1M 1.28% 38
2013
Q2 		$8.92M Buy
+188,710
New +$9.21M 0.43% 47

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Navellier & Associates's IDU Position: Q1 2025 in Review

Navellier & Associates sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 10,370 shares — an estimated $998K sold.

Navellier & Associates first reported a position in IDU in Q2 2013 and held it in 16 quarters. The position peaked at $43.3M in Q3 2013. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • Navellier & Associates reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Navellier & Associates sold 10,370 iShares US Utilities ETF shares in Q1 2025, an estimated $998K.
  • Navellier & Associates first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 16 quarters.
  • Navellier & Associates's iShares US Utilities ETF position peaked at $43.3M in Q3 2013.
  • 251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Navellier & Associates's 13F filing for Q1 2025, filed 6 May 2025.