Simmons Bank’s iShares US Utilities ETF IDU Stock Holding History

Simmons Bank’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	$898K	Sell	7,736 -265	-3%	-$30.1K	0.06%	200
2025 Q4	$867K	Buy	8,001 +225	+3%	+$25.1K	0.06%	194
2025 Q3	$862K	Sell	7,776 -4	-0.1%	-$431	0.06%	191
2025 Q2	$814K	Sell	7,780 -123	-2%	-$12.6K	0.06%	196
2025 Q1	$802K	Sell	7,903 -2,507	-24%	-$250K	0.06%	197
2024 Q4	$1M	Sell	10,410 -75	-0.7%	-$7.56K	0.07%	181
2024 Q3	$1.07M	Hold	10,485	–	–	0.08%	176
2024 Q2	$921K	Hold	10,485	–	–	0.07%	182
2024 Q1	$886K	Sell	10,485 -1,380	-12%	-$110K	0.07%	194
2023 Q4	$948K	Buy	11,865 +500	+4%	+$38.3K	0.08%	184
2023 Q3	$836K	Sell	11,365 -67	-0.6%	-$5.38K	0.07%	190
2023 Q2	$935K	Hold	11,432	–	–	0.08%	187
2023 Q1	$957K	Sell	11,432 -600	-5%	-$50.1K	0.08%	187
2022 Q4	$1.04M	Sell	12,032 -4	-0%	-$336	0.09%	182
2022 Q3	$977K	Hold	12,036	–	–	0.09%	182
2022 Q2	$1.03M	Sell	12,036 -260	-2%	-$23K	0.09%	186
2022 Q1	$1.12M	Hold	12,296	–	–	0.08%	200
2021 Q4	$1.09M	Sell	12,296 -800	-6%	-$66.9K	0.08%	198
2021 Q3	$1.03M	Sell	13,096 -360	-3%	-$29.7K	0.08%	206
2021 Q2	$1.06M	Hold	13,456	–	–	0.08%	207
2021 Q1	$1.07M	Sell	13,456 -400	-3%	-$30.8K	0.08%	195
2020 Q4	$1.08M	Sell	13,856 -80	-0.6%	-$6.23K	0.09%	187
2020 Q3	$1.02M	Sell	13,936 -50	-0.4%	-$3.67K	0.08%	181
2020 Q2	$980K	Sell	13,986 -200	-1%	-$14.3K	0.08%	186
2020 Q1	$980K	Buy	14,186 +950	+7%	+$75.8K	0.09%	171
2019 Q4	$1.07M	Hold	13,236	–	–	0.1%	175
2019 Q3	$1.08M	Hold	13,236	–	–	0.11%	174
2019 Q2	$998K	Hold	13,236	–	–	0.1%	179
2019 Q1	$975K	Buy	13,236 +626	+5%	+$44.1K	0.09%	181
2018 Q4	$846K	Buy	12,610 +234	+2%	+$16.1K	0.09%	170
2018 Q3	$829K	Sell	12,376 -40	-0.3%	-$2.7K	0.08%	187
2018 Q2	$819K	Sell	12,416 -130	-1%	-$8.3K	0.07%	192
2018 Q1	$800K	Sell	12,546 -300	-2%	-$18.9K	0.07%	183
2017 Q4	$853K	Buy	12,846 +354	+3%	+$24.3K	0.09%	166
2017 Q3	$830K	Sell	12,492 -360	-3%	-$24.2K	0.09%	174
2017 Q2	$836K	Hold	12,852	–	–	0.09%	163
2017 Q1	$825K	Buy	+12,852	New	+$805K	0.09%	155

Other funds holding IDU

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simmons Bank's IDU Position: Q1 2026 in Review

Simmons Bank reduced its iShares US Utilities ETF (IDU) stake by 3.3% in Q1 2026, selling an estimated $30.1K and leaving 7,736 shares worth $898K. The position accounts for 0.06% of the portfolio, ranked #200.

Simmons Bank first reported a position in IDU in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.12M in Q1 2022. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Simmons Bank held 7,736 shares of iShares US Utilities ETF worth $898K as of Q1 2026.
Simmons Bank sold 265 iShares US Utilities ETF shares in Q1 2026, an estimated $30.1K.
iShares US Utilities ETF made up 0.06% of Simmons Bank's portfolio in Q1 2026, its #200 holding.
Simmons Bank first reported a position in iShares US Utilities ETF in Q1 2017 and has held it in 37 quarters since.
Simmons Bank's iShares US Utilities ETF position peaked at $1.12M in Q1 2022.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.