Private Advisor Group’s iShares US Utilities ETF IDU Stock Holding History

Private Advisor 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
2026 Q1	$3.31M	Sell	28,509 -12,311	-30%	-$1.4M	0.02%	813
2025 Q4	$4.42M	Buy	40,820 +8,105	+25%	+$906K	0.02%	669
2025 Q3	$3.63M	Buy	32,715 +6,663	+26%	+$718K	0.02%	755
2025 Q2	$2.72M	Buy	26,052 +2,009	+8%	+$206K	0.01%	830
2025 Q1	$2.44M	Sell	24,043 -3,639	-13%	-$363K	0.01%	812
2024 Q4	$2.66M	Buy	27,682 +4,694	+20%	+$473K	0.02%	763
2024 Q3	$2.35M	Sell	22,988 -470	-2%	-$44.5K	0.01%	804
2024 Q2	$2.06M	Buy	23,458 +4,992	+27%	+$439K	0.01%	827
2024 Q1	$1.56M	Sell	18,466 -3,206	-15%	-$256K	0.01%	932
2023 Q4	$1.73M	Buy	21,672 +852	+4%	+$65.3K	0.01%	834
2023 Q3	$1.53M	Sell	20,820 -902	-4%	-$72.4K	0.01%	828
2023 Q2	$1.79M	Sell	21,722 -1,748	-7%	-$146K	0.02%	765
2023 Q1	$1.96M	Buy	23,470 +2,427	+12%	+$203K	0.02%	689
2022 Q4	$681K	Sell	21,043 -538	-2%	-$45.1K	0.03%	472
2022 Q3	$1.75M	Buy	21,581 +148	+0.7%	+$13.3K	0.02%	676
2022 Q2	$1.83M	Buy	21,433 +101	+0.5%	+$8.93K	0.02%	800
2022 Q1	$1.94M	Sell	21,332 -187	-0.9%	-$15.9K	0.01%	812
2021 Q4	$1.9M	Sell	21,519 -10,179	-32%	-$851K	0.01%	831
2021 Q3	$2.5M	Buy	31,698 +8,999	+40%	+$743K	0.02%	792
2021 Q2	$1.78M	Buy	22,699 +28	+0.1%	+$2.27K	0.02%	803
2021 Q1	$1.8M	Sell	22,671 -28	-0.1%	-$2.16K	0.02%	757
2020 Q4	$1.76M	Buy	22,699 +405	+2%	+$31.6K	0.02%	697
2020 Q3	$1.61M	Sell	22,294 -3,730	-14%	-$274K	0.02%	629
2020 Q2	$1.82M	Sell	26,024 -484	-2%	-$34.6K	0.03%	563
2020 Q1	$1.83M	Sell	26,508 -900	-3%	-$71.8K	0.03%	473
2019 Q4	$2.22M	Buy	27,408 +7,866	+40%	+$627K	0.03%	500
2019 Q3	$1.59M	Sell	19,542 -60	-0.3%	-$4.67K	0.02%	613
2019 Q2	$1.48M	Buy	19,602 +284	+1%	+$21.1K	0.03%	583
2019 Q1	$1.42M	Buy	19,318 +66	+0.3%	+$4.66K	0.03%	537
2018 Q4	$1.29M	Buy	19,252 +98	+0.5%	+$6.75K	0.03%	507
2018 Q3	$1.28M	Buy	19,154 +11,638	+155%	+$785K	0.03%	578
2018 Q2	$500K	Sell	7,516 -5,936	-44%	-$379K	0.01%	749
2018 Q1	$857K	Buy	13,452 +4,188	+45%	+$264K	0.03%	465
2017 Q4	$606K	Sell	9,264 -12,604	-58%	-$867K	0.03%	575
2017 Q3	$1.47M	Buy	21,868 +1,382	+7%	+$92.9K	0.04%	461
2017 Q2	$1.32M	Buy	20,486 +5,180	+34%	+$340K	0.04%	463
2017 Q1	$991K	Sell	15,306 -1,424	-9%	-$89.1K	0.03%	540
2016 Q4	$1.02M	Buy	16,730 +3,034	+22%	+$182K	0.03%	498
2016 Q3	$810K	Sell	13,696 -526	-4%	-$33.4K	0.03%	492
2016 Q2	$941K	Buy	14,222 +2,860	+25%	+$176K	0.04%	428
2016 Q1	$703K	Buy	11,362 +498	+5%	+$28.6K	0.03%	463
2015 Q4	$586K	Buy	10,864 +1,902	+21%	+$103K	0.03%	542
2015 Q3	$483K	Sell	8,962 -1,756	-16%	-$94.2K	0.03%	587
2015 Q2	$556K	Sell	10,718 -7,258	-40%	-$399K	0.03%	551
2015 Q1	$1M	Buy	17,976 +5,970	+50%	+$346K	0.06%	344
2014 Q4	$710K	Sell	12,006 -4,724	-28%	-$268K	0.05%	440
2014 Q3	$881K	Buy	16,730 +5,906	+55%	+$314K	0.06%	351
2014 Q2	$603K	Sell	10,824 -1,696	-14%	-$90.6K	0.05%	428
2014 Q1	$652K	Buy	12,520 +5,296	+73%	+$263K	0.07%	336
2013 Q4	$346K	Buy	+7,224	New	+$347K	0.04%	493

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

Private Advisor Group's IDU Position: Q1 2026 in Review

Private Advisor Group reduced its iShares US Utilities ETF (IDU) stake by 30% in Q1 2026, selling an estimated $1.4M and leaving 28,509 shares worth $3.31M. The position accounts for 0.02% of the portfolio, ranked #813.

Private Advisor Group first reported a position in IDU in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.42M in Q4 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Private Advisor Group held 28,509 shares of iShares US Utilities ETF worth $3.31M as of Q1 2026.
Private Advisor Group sold 12,311 iShares US Utilities ETF shares in Q1 2026, an estimated $1.4M.
iShares US Utilities ETF made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #813 holding.
Private Advisor Group first reported a position in iShares US Utilities ETF in Q4 2013 and has held it in 50 quarters since.
Private Advisor Group's iShares US Utilities ETF position peaked at $4.42M in Q4 2025.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.