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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Spire Wealth Management's IDU Position: Q2 2025 in Review

Spire Wealth Management sold out of iShares US Utilities ETF (IDU) in Q2 2025, closing a stake of 1,000 shares — an estimated $101K sold.

Spire Wealth Management first reported a position in IDU in Q1 2023 and held it in 7 quarters. The position peaked at $102K in Q3 2024. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

Spire Wealth Management reported no remaining iShares US Utilities ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 1,000 iShares US Utilities ETF shares in Q2 2025, an estimated $101K.
Spire Wealth Management first reported a position in iShares US Utilities ETF in Q1 2023 and held it in 7 quarters.
Spire Wealth Management's iShares US Utilities ETF position peaked at $102K in Q3 2024.
264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.