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Royal Fund Management’s iShares US Utilities ETF IDU Stock Holding History

Royal Fund 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 		$303K Sell
2,609
-319
-11% -$36.3K 0.03% 243
2025
Q4 		$317K Buy
+2,928
New +$327K 0.03% 238
2025
Q3 		– Sell
-2,990
Closed -$313K – 320
2025
Q2 		$313K Buy
2,990
+13
+0.4% +$1.33K 0.03% 254
2025
Q1 		$302K Sell
2,977
-42
-1% -$4.19K 0.03% 259
2024
Q4 		$291K Sell
3,019
-5,996
-67% -$604K 0.03% 235
2024
Q3 		$921K Sell
9,015
-12,590
-58% -$1.19M 0.05% 221
2024
Q2 		$1.92M Buy
21,605
+490
+2% +$43.1K 0.16% 132
2024
Q1 		$1.79M Buy
21,115
+2,312
+12% +$184K 0.18% 153
2023
Q4 		$1.51M Buy
18,803
+2,915
+18% +$223K 0.17% 149
2023
Q3 		$1.17M Buy
15,888
+435
+3% +$34.9K 0.16% 154
2023
Q2 		$1.26M Buy
15,453
+2,950
+24% +$246K 0.16% 138
2023
Q1 		$1.05M Buy
12,503
+2,257
+22% +$188K 0.15% 149
2022
Q4 		$887K Buy
10,246
+7,313
+249% +$614K 0.14% 129
2022
Q3 		$237K Buy
+2,933
New +$264K 0.04% 199
2020
Q2 		– Sell
-3,274
Closed -$226K – 330
2020
Q1 		$226K Buy
+3,274
New +$261K 0.09% 128
2017
Q4 		– Sell
-760
Closed -$50K – 660
2017
Q3 		$50K Buy
+760
New +$51.1K 0.02% 176

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

Royal Fund Management's IDU Position: Q1 2026 in Review

Royal Fund Management reduced its iShares US Utilities ETF (IDU) stake by 11% in Q1 2026, selling an estimated $36.3K and leaving 2,609 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #243.

Royal Fund Management first reported a position in IDU in Q3 2017 and has held it in 16 quarters since. The position peaked at $1.92M in Q2 2024. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Royal Fund Management held 2,609 shares of iShares US Utilities ETF worth $303K as of Q1 2026.
  • Royal Fund Management sold 319 iShares US Utilities ETF shares in Q1 2026, an estimated $36.3K.
  • iShares US Utilities ETF made up 0.03% of Royal Fund Management's portfolio in Q1 2026, its #243 holding.
  • Royal Fund Management first reported a position in iShares US Utilities ETF in Q3 2017 and has held it in 16 quarters since.
  • Royal Fund Management's iShares US Utilities ETF position peaked at $1.92M in Q2 2024.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Royal Fund Management's 13F filing for Q1 2026, filed 19 May 2026.