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

Sowell 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
Q3 		– Sell
-11,302
Closed -$1.18M – 1102
2025
Q2 		$1.18M Sell
11,302
-444
-4% -$45.5K 0.05% 369
2025
Q1 		$1.19M Sell
11,746
-90
-0.8% -$8.99K 0.05% 343
2024
Q4 		$1.14M Sell
11,836
-2,522
-18% -$254K 0.06% 296
2024
Q3 		$1.47M Buy
+14,358
New +$1.36M 0.07% 285
2024
Q1 		– Sell
-13,516
Closed -$1.08M – 559
2023
Q4 		$1.08M Buy
+13,516
New +$1.04M 0.06% 310
2021
Q2 		– Sell
-1,987
Closed -$162K – 1534
2021
Q1 		$162K Sell
1,987
-673
-25% -$51.8K 0.01% 1157
2020
Q4 		$206K Buy
2,660
+706
+36% +$55K 0.01% 824
2020
Q3 		$143K Sell
1,954
-92
-4% -$6.75K 0.01% 848
2020
Q2 		$143K Sell
2,046
-486
-19% -$34.8K 0.01% 851
2020
Q1 		$175K Sell
2,532
-90
-3% -$7.18K 0.01% 688
2019
Q4 		$212K Buy
2,622
+220
+9% +$17.5K 0.02% 692
2019
Q3 		$196K Buy
+2,402
New +$187K 0.02% 651
2019
Q1 		$813K Buy
11,044
+1,112
+11% +$78.4K 0.09% 235
2018
Q4 		$667K Buy
+9,932
New +$684K 0.09% 223

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sowell Financial Services's IDU Position: Q3 2025 in Review

Sowell Financial Services sold out of iShares US Utilities ETF (IDU) in Q3 2025, closing a stake of 11,302 shares — an estimated $1.18M sold.

Sowell Financial Services first reported a position in IDU in Q4 2018 and held it in 14 quarters. The position peaked at $1.47M in Q3 2024. 272 funds tracked by Wall St. Rank hold IDU as of Q3 2025.

  • Sowell Financial Services reported no remaining iShares US Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 11,302 iShares US Utilities ETF shares in Q3 2025, an estimated $1.18M.
  • Sowell Financial Services first reported a position in iShares US Utilities ETF in Q4 2018 and held it in 14 quarters.
  • Sowell Financial Services's iShares US Utilities ETF position peaked at $1.47M in Q3 2024.
  • 272 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.