Northwestern Mutual Wealth Management
IDU icon

Northwestern Mutual Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Northwestern Mutual Wealth 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 		$5.14M Buy
44,226
+658
+2% +$74.8K ﹤0.01% 793
2025
Q4 		$4.72M Buy
43,568
+860
+2% +$96.1K ﹤0.01% 788
2025
Q3 		$4.74M Buy
42,708
+2,598
+6% +$280K ﹤0.01% 753
2025
Q2 		$4.19M Buy
40,110
+9,843
+33% +$1.01M ﹤0.01% 731
2025
Q1 		$3.07M Buy
30,267
+6,944
+30% +$693K ﹤0.01% 795
2024
Q4 		$2.24M Buy
23,323
+2,377
+11% +$240K ﹤0.01% 831
2024
Q3 		$2.14M Buy
20,946
+2,403
+13% +$228K ﹤0.01% 835
2024
Q2 		$1.63M Sell
18,543
-3,915
-17% -$344K ﹤0.01% 878
2024
Q1 		$1.9M Sell
22,458
-2,336
-9% -$186K ﹤0.01% 809
2023
Q4 		$1.98M Sell
24,794
-384,030
-94% -$29.4M ﹤0.01% 772
2023
Q3 		$30.1M Sell
408,824
-16,146
-4% -$1.3M 0.04% 224
2023
Q2 		$34.7M Buy
424,970
+8,773
+2% +$730K 0.04% 207
2023
Q1 		$34.8M Buy
416,197
+377,012
+962% +$31.5M 0.05% 189
2022
Q4 		$3.39M Buy
39,185
+16,217
+71% +$1.36M 0.01% 544
2022
Q3 		$1.86M Buy
22,968
+6,422
+39% +$578K ﹤0.01% 646
2022
Q2 		$1.42M Buy
16,546
+11,747
+245% +$1.04M ﹤0.01% 722
2022
Q1 		$437K Buy
4,799
+717
+18% +$61K ﹤0.01% 1132
2021
Q4 		$361K Buy
4,082
+394
+11% +$33K ﹤0.01% 1205
2021
Q3 		$291K Buy
3,688
+79
+2% +$6.52K ﹤0.01% 1204
2021
Q2 		$283K Sell
3,609
-157
-4% -$12.7K ﹤0.01% 1186
2021
Q1 		$300K Sell
3,766
-39
-1% -$3K ﹤0.01% 1092
2020
Q4 		$295K Sell
3,805
-299
-7% -$23.3K ﹤0.01% 1010
2020
Q3 		$300K Sell
4,104
-316
-7% -$23.2K ﹤0.01% 901
2020
Q2 		$310K Sell
4,420
-1,074
-20% -$76.8K ﹤0.01% 835
2020
Q1 		$380K Sell
5,494
-548
-9% -$43.7K ﹤0.01% 718
2019
Q4 		$490K Buy
6,042
+306
+5% +$24.4K ﹤0.01% 690
2019
Q3 		$467K Buy
5,736
+404
+8% +$31.4K ﹤0.01% 655
2019
Q2 		$402K Buy
5,332
+42
+0.8% +$3.12K ﹤0.01% 694
2019
Q1 		$390K Buy
5,290
+100
+2% +$7.05K ﹤0.01% 682
2018
Q4 		$348K Buy
5,190
+3,818
+278% +$263K ﹤0.01% 657
2018
Q3 		$92K Buy
1,372
+100
+8% +$6.75K ﹤0.01% 1068
2018
Q2 		$84K Buy
1,272
+132
+12% +$8.43K ﹤0.01% 1052
2018
Q1 		$73K Buy
1,140
+300
+36% +$18.9K ﹤0.01% 1057
2017
Q4 		$56K Sell
840
-20
-2% -$1.38K ﹤0.01% 1109
2017
Q3 		$57K Buy
860
+20
+2% +$1.34K ﹤0.01% 1070
2017
Q2 		$55K Hold
840
– – ﹤0.01% 1058
2017
Q1 		$54K Hold
840
– – ﹤0.01% 1001
2016
Q4 		$51K Buy
+840
New +$50.3K ﹤0.01% 1019
2015
Q2 		– Sell
-356
Closed -$20K – 1512
2015
Q1 		$20K Buy
+356
New +$20.6K ﹤0.01% 873
2013
Q3 		– Sell
-312
Closed -$15K – 1411
2013
Q2 		$15K Buy
+312
New +$15.2K ﹤0.01% 770

Other funds holding IDU

Fidelity International
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
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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's IDU Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares US Utilities ETF (IDU) stake by 1.5% in Q1 2026, buying an estimated $74.8K and bringing the position to 44,226 shares worth $5.14M. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Northwestern Mutual Wealth Management first reported a position in IDU in Q2 2013 and has held it in 40 quarters since. The position peaked at $34.8M in Q1 2023. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Northwestern Mutual Wealth Management held 44,226 shares of iShares US Utilities ETF worth $5.14M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 658 iShares US Utilities ETF shares in Q1 2026, an estimated $74.8K.
  • iShares US Utilities ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #793 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 40 quarters since.
  • Northwestern Mutual Wealth Management's iShares US Utilities ETF position peaked at $34.8M in Q1 2023.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.