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

Second Half 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
2025
Q1 		– Sell
-73,280
Closed -$7.05M – 90
2024
Q4 		$7.05M Buy
73,280
+10,569
+17% +$1.06M 3.44% 9
2024
Q3 		$6.4M Buy
+62,711
New +$5.94M 3.39% 6

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Second Half Financial Partners's IDU Position: Q1 2025 in Review

Second Half Financial Partners sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 73,280 shares — an estimated $7.05M sold.

Second Half Financial Partners first reported a position in IDU in Q3 2024 and held it in 2 quarters. The position peaked at $7.05M in Q4 2024. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • Second Half Financial Partners reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Second Half Financial Partners sold 73,280 iShares US Utilities ETF shares in Q1 2025, an estimated $7.05M.
  • Second Half Financial Partners first reported a position in iShares US Utilities ETF in Q3 2024 and held it in 2 quarters.
  • Second Half Financial Partners's iShares US Utilities ETF position peaked at $7.05M in Q4 2024.
  • 251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Second Half Financial Partners's 13F filing for Q1 2025, filed 7 May 2025.