NWWA
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New Wave Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

New Wave Wealth Advisors’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
-1,214
Closed -$117K – 379
2024
Q4 		$117K Buy
+1,214
New +$122K 0.05% 177

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

New Wave Wealth Advisors's IDU Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 1,214 shares — an estimated $117K sold.

New Wave Wealth Advisors first reported a position in IDU in Q4 2024 and held it in 1 quarter. The position peaked at $117K in Q4 2024. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,214 iShares US Utilities ETF shares in Q1 2025, an estimated $117K.
  • New Wave Wealth Advisors first reported a position in iShares US Utilities ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's iShares US Utilities ETF position peaked at $117K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.