Oarsman Capital’s iShares US Utilities ETF IDU Stock Holding History

Oarsman Capital’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	-60	Closed	-$5.77K	–	520
2024 Q4	$5.77K	Hold	60	–	–	﹤0.01%	756
2024 Q3	$6.12K	Buy	+60	New	+$5.68K	﹤0.01%	767
2017 Q2	–	Sell	-3,270	Closed	-$210K	–	184
2017 Q1	$210K	Buy	+3,270	New	+$205K	0.1%	173
2016 Q4	–	Sell	-3,520	Closed	-$216K	–	165
2016 Q3	$216K	Hold	3,520	–	–	0.11%	170
2016 Q2	$231K	Hold	3,520	–	–	0.12%	165
2016 Q1	$218K	Buy	+3,520	New	+$202K	0.12%	169
2015 Q2	–	Sell	-3,580	Closed	-$200K	–	181
2015 Q1	$200K	Hold	3,580	–	–	0.14%	163
2014 Q4	$212K	Buy	+3,580	New	+$203K	0.15%	155
2014 Q3	–	Sell	-3,780	Closed	-$210K	–	163
2014 Q2	$210K	Sell	3,780 -400	-10%	-$21.4K	0.15%	155
2014 Q1	$218K	Hold	4,180	–	–	0.17%	145
2013 Q4	$200K	Buy	+4,180	New	+$201K	0.16%	148

Other funds holding IDU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Oarsman Capital's IDU Position: Q1 2025 in Review

Oarsman Capital sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 60 shares — an estimated $5.77K sold.

Oarsman Capital first reported a position in IDU in Q4 2013 and held it in 11 quarters. The position peaked at $231K in Q2 2016. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

Oarsman Capital reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 60 iShares US Utilities ETF shares in Q1 2025, an estimated $5.77K.
Oarsman Capital first reported a position in iShares US Utilities ETF in Q4 2013 and held it in 11 quarters.
Oarsman Capital's iShares US Utilities ETF position peaked at $231K in Q2 2016.
251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.