Rialto Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Rialto Wealth 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
2026 Q1	$8.59K	Hold	74	–	–	﹤0.01%	487
2025 Q4	$8.02K	Hold	74	–	–	﹤0.01%	472
2025 Q3	$8.21K	Hold	74	–	–	﹤0.01%	443
2025 Q2	$7.74K	Hold	74	–	–	﹤0.01%	440
2025 Q1	$7.51K	Hold	74	–	–	﹤0.01%	427
2024 Q4	$7.12K	Buy	+74	New	+$7.46K	﹤0.01%	433

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

Rialto Wealth Management's IDU Position: Q1 2026 in Review

Rialto Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 74 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Rialto Wealth Management first reported a position in IDU in Q4 2024 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Rialto Wealth Management held 74 shares of iShares US Utilities ETF worth $8.59K as of Q1 2026.
Rialto Wealth Management left its iShares US Utilities ETF share count unchanged in Q1 2026.
iShares US Utilities ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #487 holding.
Rialto Wealth Management first reported a position in iShares US Utilities ETF in Q4 2024 and has held it in 6 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.