PKS Advisory Services’s iShares US Utilities ETF IDU Stock Holding History

PKS Advisory Services’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	$854K	Buy	7,358 +159	+2%	+$18.1K	0.2%	106
2025 Q4	$780K	Buy	7,199 +534	+8%	+$59.7K	0.18%	111
2025 Q3	$739K	Buy	6,665 +1,285	+24%	+$139K	0.15%	120
2025 Q2	$563K	Buy	5,380 +785	+17%	+$80.4K	0.14%	137
2025 Q1	$466K	Buy	4,595 +1,899	+70%	+$190K	0.13%	142
2024 Q4	$356K	Buy	+2,696	New	+$272K	0.09%	171

Other funds holding IDU

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 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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PKS Advisory Services's IDU Position: Q1 2026 in Review

PKS Advisory Services increased its iShares US Utilities ETF (IDU) stake by 2.2% in Q1 2026, buying an estimated $18.1K and bringing the position to 7,358 shares worth $854K. The position accounts for 0.2% of the portfolio, ranked #106.

PKS Advisory Services first reported a position in IDU in Q4 2024 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

PKS Advisory Services held 7,358 shares of iShares US Utilities ETF worth $854K as of Q1 2026.
PKS Advisory Services bought 159 iShares US Utilities ETF shares in Q1 2026, an estimated $18.1K.
iShares US Utilities ETF made up 0.2% of PKS Advisory Services's portfolio in Q1 2026, its #106 holding.
PKS Advisory Services first reported a position in iShares US Utilities ETF in Q4 2024 and has held it in 6 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.