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Root Financial Partners’s iShares US Utilities ETF IDU Stock Holding History

Root Financial 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 		$697 Hold
6
– – ﹤0.01% 2746
2025
Q4 		$650 Sell
6
-9
-60% -$1.01K ﹤0.01% 2175
2025
Q3 		$1.66K Buy
+15
New +$1.62K ﹤0.01% 1984

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

Root Financial Partners's IDU Position: Q1 2026 in Review

Root Financial Partners held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 6 shares worth $697. The position accounts for ﹤0.01% of the portfolio, ranked #2746.

Root Financial Partners first reported a position in IDU in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.66K in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Root Financial Partners held 6 shares of iShares US Utilities ETF worth $697 as of Q1 2026.
  • Root Financial Partners left its iShares US Utilities ETF share count unchanged in Q1 2026.
  • iShares US Utilities ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2746 holding.
  • Root Financial Partners first reported a position in iShares US Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares US Utilities ETF position peaked at $1.66K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.