QP
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Quartz Partners’s iShares US Utilities ETF IDU Stock Holding History

Quartz Partners’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 		$481K Buy
4,141
+958
+30% +$109K 0.19% 100
2025
Q4 		$345K Buy
3,183
+979
+44% +$109K 0.13% 120
2025
Q3 		$244K Sell
2,204
-3,721
-63% -$401K 0.09% 157
2025
Q2 		$620K Buy
+5,925
New +$607K 0.28% 79

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 $1.1B 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
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

Quartz Partners's IDU Position: Q1 2026 in Review

Quartz Partners increased its iShares US Utilities ETF (IDU) stake by 30% in Q1 2026, buying an estimated $109K and bringing the position to 4,141 shares worth $481K. The position accounts for 0.19% of the portfolio, ranked #100.

Quartz Partners first reported a position in IDU in Q2 2025 and has held it in 4 quarters since. The position peaked at $620K in Q2 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Quartz Partners held 4,141 shares of iShares US Utilities ETF worth $481K as of Q1 2026.
  • Quartz Partners bought 958 iShares US Utilities ETF shares in Q1 2026, an estimated $109K.
  • iShares US Utilities ETF made up 0.19% of Quartz Partners's portfolio in Q1 2026, its #100 holding.
  • Quartz Partners first reported a position in iShares US Utilities ETF in Q2 2025 and has held it in 4 quarters since.
  • Quartz Partners's iShares US Utilities ETF position peaked at $620K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.