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SHP Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

SHP Wealth 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 		$81.3K Hold
700
– – 0.01% 419
2025
Q4 		$75.9K Buy
+700
New +$78.2K 0.01% 398

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 $1.16B AUM 28.78% 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 $445B AUM 25.58% 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

SHP Wealth Management's IDU Position: Q1 2026 in Review

SHP Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 700 shares worth $81.3K. The position accounts for 0.01% of the portfolio, ranked #419.

SHP Wealth Management first reported a position in IDU in Q4 2025 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • SHP Wealth Management held 700 shares of iShares US Utilities ETF worth $81.3K as of Q1 2026.
  • SHP Wealth Management left its iShares US Utilities ETF share count unchanged in Q1 2026.
  • iShares US Utilities ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #419 holding.
  • SHP Wealth Management first reported a position in iShares US Utilities ETF in Q4 2025 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.