Reflection Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Reflection Asset Management’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	$1.71K	Buy	+16	New	+$1.79K	﹤0.01%	486

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Reflection Asset Management's IDU Position: Q4 2025 in Review

Reflection Asset Management opened a new position in iShares US Utilities ETF (IDU) in Q4 2025: 16 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings.

309 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

Reflection Asset Management held 16 shares of iShares US Utilities ETF worth $1.71K as of Q4 2025.
iShares US Utilities ETF was a new Reflection Asset Management position in Q4 2025.
iShares US Utilities ETF made up ﹤0.01% of Reflection Asset Management's portfolio in Q4 2025, its #486 holding.
309 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.