Principal Securities’s iShares US Utilities ETF IDU Stock Holding History

Principal Securities’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 Q4	–	Sell	-1,358	Closed	-$151K	–	2373
2025 Q3	$151K	Sell	1,358 -150	-10%	-$16.2K	﹤0.01%	1416
2025 Q2	$158K	Buy	1,508 +81	+6%	+$8.29K	﹤0.01%	1335
2025 Q1	$137K	Buy	1,427 +20	+1%	+$2K	﹤0.01%	1289
2024 Q4	$135K	Sell	1,407 -37	-3%	-$3.73K	﹤0.01%	1293
2024 Q3	$147K	Sell	1,444 -1,118	-44%	-$106K	﹤0.01%	1228
2024 Q2	$225K	Buy	2,562 +840	+49%	+$73.8K	0.01%	996
2024 Q1	$146K	Sell	1,722 -87	-5%	-$6.93K	﹤0.01%	1139
2023 Q4	$145K	Buy	+1,809	New	+$139K	0.01%	1041

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PRS

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

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

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

Principal Securities's IDU Position: Q4 2025 in Review

Principal Securities sold out of iShares US Utilities ETF (IDU) in Q4 2025, closing a stake of 1,358 shares — an estimated $151K sold.

Principal Securities first reported a position in IDU in Q4 2023 and held it in 8 quarters. The position peaked at $225K in Q2 2024. 308 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

Principal Securities reported no remaining iShares US Utilities ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,358 iShares US Utilities ETF shares in Q4 2025, an estimated $151K.
Principal Securities first reported a position in iShares US Utilities ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares US Utilities ETF position peaked at $225K in Q2 2024.
308 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.