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

Spire 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
2025 Q2	–	Sell	-1,000	Closed	-$101K	–	2466
2025 Q1	$101K	Hold	1,000	–	–	﹤0.01%	1033
2024 Q4	$96.2K	Hold	1,000	–	–	﹤0.01%	1045
2024 Q3	$102K	Sell	1,000 -135	-12%	-$12.8K	﹤0.01%	907
2024 Q2	$99.7K	Buy	+1,135	New	+$99.7K	﹤0.01%	894
2023 Q4	–	Sell	-55	Closed	-$4.05K	–	2410
2023 Q3	$4.05K	Hold	55	–	–	﹤0.01%	1985
2023 Q2	$4.5K	Hold	55	–	–	﹤0.01%	2029
2023 Q1	$4.6K	Buy	+55	New	+$4.59K	﹤0.01%	2052

Other funds holding IDU

Bank of America

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

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

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

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

Royal Bank of Canada

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return