SOA Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

SOA Wealth Advisors’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	$47.3K	Sell	407 -137	-25%	-$15.6K	0.01%	380
2025 Q4	$58.9K	Hold	544	–	–	0.01%	344
2025 Q3	$60.3K	Hold	544	–	–	0.01%	350
2025 Q2	$56.9K	Hold	544	–	–	0.01%	349
2025 Q1	$55.2K	Hold	544	–	–	0.01%	327
2024 Q4	$52.3K	Hold	544	–	–	0.01%	327
2024 Q3	$55.5K	Hold	544	–	–	0.01%	308
2024 Q2	$47.8K	Hold	544	–	–	0.01%	313
2024 Q1	$46K	Hold	544	–	–	0.01%	318
2023 Q4	$43.5K	Hold	544	–	–	0.01%	312
2023 Q3	$40K	Hold	544	–	–	0.01%	317
2023 Q2	$44.5K	Hold	544	–	–	0.01%	305
2023 Q1	$45.5K	Hold	544	–	–	0.01%	297
2022 Q4	$47.1K	Hold	544	–	–	0.01%	288
2022 Q3	$44K	Hold	544	–	–	0.01%	282
2022 Q2	$46K	Sell	544 -544	-50%	-$48.1K	0.01%	277
2022 Q1	$99K	Sell	1,088 -2	-0.2%	-$170	0.02%	227
2021 Q4	$95K	Hold	1,090	–	–	0.02%	224
2021 Q3	$86K	Buy	+1,090	New	+$90K	0.02%	239
2021 Q2	–	Sell	-1,090	Closed	-$86K	–	910
2021 Q1	$86K	Hold	1,090	–	–	0.02%	210
2020 Q4	$85K	Buy	+1,090	New	+$84.9K	0.02%	210

Other funds holding IDU

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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