RA
IDU icon

Rise Advisors’s iShares US Utilities ETF IDU Stock Holding History

Rise Advisors’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 		– Sell
-1,132
Closed -$126K – 717
2025
Q3 		$126K Sell
1,132
-142
-11% -$15.3K 0.05% 137
2025
Q2 		$133K Buy
1,274
+141
+12% +$14.4K 0.05% 124
2025
Q1 		$115K Buy
1,133
+153
+16% +$15.3K 0.05% 134
2024
Q4 		$94.3K Buy
980
+6
+0.6% +$605 0.05% 145
2024
Q3 		$99.3K Buy
974
+6
+0.6% +$568 0.05% 148
2024
Q2 		$85K Buy
968
+5
+0.5% +$439 0.05% 164
2024
Q1 		$81.4K Buy
963
+5
+0.5% +$399 0.04% 168
2023
Q4 		$76.5K Buy
958
+16
+2% +$1.23K 0.05% 124
2023
Q3 		$69.3K Sell
942
-119
-11% -$9.55K 0.05% 115
2023
Q2 		$86.8K Buy
1,061
+5
+0.5% +$416 0.07% 110
2023
Q1 		$88.4K Buy
1,056
+7
+0.7% +$584 0.07% 110
2022
Q4 		$90.8K Buy
1,049
+7
+0.7% +$587 0.07% 109
2022
Q3 		$85K Buy
1,042
+7
+0.7% +$630 0.07% 106
2022
Q2 		$89K Buy
1,035
+5
+0.5% +$442 0.09% 102
2022
Q1 		$94K Buy
1,030
+6
+0.6% +$510 0.08% 104
2021
Q4 		$90.6K Buy
+1,024
New +$85.7K 0.09% 103

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rise Advisors's IDU Position: Q4 2025 in Review

Rise Advisors sold out of iShares US Utilities ETF (IDU) in Q4 2025, closing a stake of 1,132 shares — an estimated $126K sold.

Rise Advisors first reported a position in IDU in Q4 2021 and held it in 16 quarters. The position peaked at $133K in Q2 2025. 308 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

  • Rise Advisors reported no remaining iShares US Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,132 iShares US Utilities ETF shares in Q4 2025, an estimated $126K.
  • Rise Advisors first reported a position in iShares US Utilities ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's iShares US Utilities ETF position peaked at $133K in Q2 2025.
  • 308 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.