Norden Group’s iShares US Utilities ETF IDU Stock Holding History

Norden 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 Q1	–	Sell	-92,732	Closed	-$8.92M	–	547
2024 Q4	$8.92M	Buy	92,732 +5,194	+6%	+$523K	1.01%	15
2024 Q3	$8.93M	Buy	87,538 +5,976	+7%	+$566K	1.05%	10
2024 Q2	$7.17M	Buy	+81,562	New	+$7.17M	1.45%	12

Other funds holding IDU

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Norden Group's IDU Position: Q1 2025 in Review

Norden Group sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 92,732 shares — an estimated $8.92M sold.

Norden Group first reported a position in IDU in Q2 2024 and held it in 3 quarters. The position peaked at $8.93M in Q3 2024. 252 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

Norden Group reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
Norden Group sold 92,732 iShares US Utilities ETF shares in Q1 2025, an estimated $8.92M.
Norden Group first reported a position in iShares US Utilities ETF in Q2 2024 and held it in 3 quarters.
Norden Group's iShares US Utilities ETF position peaked at $8.93M in Q3 2024.
252 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Norden Group's 13F filing for Q1 2025, filed 7 May 2025.