Rede Wealth’s iShares US Utilities ETF IDU Stock Holding History

Rede Wealth’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 Q3	$209K	Hold	2,074	–	–	0.07%	114
2026 Q2	$238K	Hold	2,074	–	–	0.08%	111
2026 Q1	$241K	Hold	2,074	–	–	0.09%	99
2025 Q4	$225K	Buy	+2,074	New	+$232K	0.08%	104
2025 Q3	–	Sell	-2,074	Closed	-$217K	–	140
2025 Q2	$217K	Hold	2,074	–	–	0.08%	103
2025 Q1	$210K	Buy	+2,074	New	+$207K	0.07%	103
2024 Q4	–	Sell	-2,074	Closed	-$212K	–	105
2024 Q3	$212K	Buy	+2,074	New	+$196K	0.08%	101

Other funds holding IDU

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MLP3 LLC Linwood, New Jersey $116M AUM 11.27% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Rede Wealth's IDU Position: Q3 2026 in Review

Rede Wealth held its iShares US Utilities ETF (IDU) position steady in Q3 2026 at 2,074 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #114.

Rede Wealth first reported a position in IDU in Q3 2024 and has held it in 7 quarters since. The position peaked at $241K in Q1 2026. 61 funds tracked by Wall St. Rank hold IDU as of Q3 2026.

Rede Wealth held 2,074 shares of iShares US Utilities ETF worth $209K as of Q3 2026.
Rede Wealth left its iShares US Utilities ETF share count unchanged in Q3 2026.
iShares US Utilities ETF made up 0.07% of Rede Wealth's portfolio in Q3 2026, its #114 holding.
Rede Wealth first reported a position in iShares US Utilities ETF in Q3 2024 and has held it in 7 quarters since.
Rede Wealth's iShares US Utilities ETF position peaked at $241K in Q1 2026.
61 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.