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Sigma Planning Corp’s iShares US Utilities ETF IDU Stock Holding History

Sigma Planning Corp’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 		$1.03M Buy
8,844
+860
+11% +$97.8K 0.03% 557
2025
Q4 		$865K Buy
7,984
+1,506
+23% +$168K 0.02% 589
2025
Q3 		$718K Buy
6,478
+85
+1% +$9.17K 0.02% 665
2025
Q2 		$669K Buy
6,393
+214
+3% +$21.9K 0.02% 666
2025
Q1 		$627K Buy
6,179
+224
+4% +$22.4K 0.02% 638
2024
Q4 		$573K Sell
5,955
-299
-5% -$30.1K 0.02% 687
2024
Q3 		$638K Buy
6,254
+726
+13% +$68.7K 0.02% 649
2024
Q2 		$486K Sell
5,528
-520
-9% -$45.7K 0.02% 728
2024
Q1 		$511K Buy
6,048
+2,578
+74% +$205K 0.02% 750
2023
Q4 		$277K Sell
3,470
-5,064
-59% -$388K 0.02% 650
2023
Q3 		$628K Sell
8,534
-2,205
-21% -$177K 0.02% 611
2023
Q2 		$878K Sell
10,739
-1,027
-9% -$85.5K 0.03% 515
2023
Q1 		$985K Sell
11,766
-2,268
-16% -$189K 0.03% 521
2022
Q4 		$1.21M Sell
14,034
-1,153
-8% -$96.8K 0.04% 414
2022
Q3 		$1.23M Buy
15,187
+1,052
+7% +$94.7K 0.05% 388
2022
Q2 		$1.21M Buy
14,135
+915
+7% +$80.9K 0.04% 400
2022
Q1 		$1.2M Buy
13,220
+700
+6% +$59.5K 0.04% 466
2021
Q4 		$1.11M Buy
12,520
+497
+4% +$41.6K 0.03% 515
2021
Q3 		$949K Sell
12,023
-1,234
-9% -$102K 0.03% 557
2021
Q2 		$1.04M Sell
13,257
-100
-0.7% -$8.11K 0.03% 546
2021
Q1 		$1.06M Buy
13,357
+537
+4% +$41.3K 0.03% 480
2020
Q4 		$995K Sell
12,820
-30,138
-70% -$2.35M 0.03% 436
2020
Q3 		$3.14M Sell
42,958
-11,984
-22% -$879K 0.12% 183
2020
Q2 		$3.85M Buy
54,942
+34,974
+175% +$2.5M 0.17% 132
2020
Q1 		$1.38M Sell
19,968
-38,964
-66% -$3.11M 0.08% 255
2019
Q4 		$4.78M Buy
58,932
+3,216
+6% +$256K 0.2% 107
2019
Q3 		$4.54M Sell
55,716
-12,168
-18% -$946K 0.22% 101
2019
Q2 		$5.12M Buy
67,884
+51,136
+305% +$3.8M 0.26% 82
2019
Q1 		$1.23M Buy
16,748
+5,510
+49% +$389K 0.07% 270
2018
Q4 		$754K Buy
11,238
+6,752
+151% +$465K 0.05% 314
2018
Q3 		$301K Sell
4,486
-44
-1% -$2.97K 0.02% 682
2018
Q2 		$299K Sell
4,530
-976
-18% -$62.3K 0.02% 651
2018
Q1 		$351K Sell
5,506
-328
-6% -$20.6K 0.03% 550
2017
Q4 		$388K Sell
5,834
-5,800
-50% -$399K 0.03% 515
2017
Q3 		$773K Buy
11,634
+402
+4% +$27K 0.06% 317
2017
Q2 		$730K Buy
11,232
+5,368
+92% +$353K 0.07% 312
2017
Q1 		$377K Buy
5,864
+382
+7% +$23.9K 0.04% 487
2016
Q4 		$334K Buy
+5,482
New +$328K 0.04% 496

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

Sigma Planning Corp's IDU Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares US Utilities ETF (IDU) stake by 11% in Q1 2026, buying an estimated $97.8K and bringing the position to 8,844 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #557.

Sigma Planning Corp first reported a position in IDU in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.12M in Q2 2019. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Sigma Planning Corp held 8,844 shares of iShares US Utilities ETF worth $1.03M as of Q1 2026.
  • Sigma Planning Corp bought 860 iShares US Utilities ETF shares in Q1 2026, an estimated $97.8K.
  • iShares US Utilities ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #557 holding.
  • Sigma Planning Corp first reported a position in iShares US Utilities ETF in Q4 2016 and has held it in 38 quarters since.
  • Sigma Planning Corp's iShares US Utilities ETF position peaked at $5.12M in Q2 2019.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.