Sharp Financial Services
IDU icon

Sharp Financial Services’s iShares US Utilities ETF IDU Stock Holding History

Sharp Financial Services’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
-45,639
Closed -$4.39M – 93
2024
Q4 		$4.39M Buy
45,639
+1,056
+2% +$106K 3.33% 12
2024
Q3 		$4.55M Buy
44,583
+4,600
+12% +$436K 3.51% 11
2024
Q2 		$3.51M Buy
+39,983
New +$3.51M 3.01% 13

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sharp Financial Services's IDU Position: Q1 2025 in Review

Sharp Financial Services sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 45,639 shares — an estimated $4.39M sold.

Sharp Financial Services first reported a position in IDU in Q2 2024 and held it in 3 quarters. The position peaked at $4.55M in Q3 2024. 254 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • Sharp Financial Services reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Sharp Financial Services sold 45,639 iShares US Utilities ETF shares in Q1 2025, an estimated $4.39M.
  • Sharp Financial Services first reported a position in iShares US Utilities ETF in Q2 2024 and held it in 3 quarters.
  • Sharp Financial Services's iShares US Utilities ETF position peaked at $4.55M in Q3 2024.
  • 254 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Sharp Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.