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

Stratos 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 		– Sell
-46,377
Closed -$5.03M – 638
2025
Q4 		$5.03M Sell
46,377
-165
-0.4% -$18.4K 0.24% 103
2025
Q3 		$5.16M Sell
46,542
-113
-0.2% -$12.2K 0.25% 101
2025
Q2 		$4.88M Buy
46,655
+14,002
+43% +$1.43M 0.26% 100
2025
Q1 		$3.31M Sell
32,653
-3,015
-8% -$301K 0.18% 118
2024
Q4 		$3.43M Buy
35,668
+6,976
+24% +$703K 0.16% 140
2024
Q3 		$2.93M Buy
28,692
+757
+3% +$71.7K 0.13% 164
2024
Q2 		$2.45M Buy
27,935
+260
+0.9% +$22.8K 0.12% 174
2024
Q1 		$2.34M Buy
27,675
+384
+1% +$30.6K 0.14% 175
2023
Q4 		$2.18M Buy
27,291
+803
+3% +$61.5K 0.13% 207
2023
Q3 		$1.95M Buy
26,488
+18,680
+239% +$1.5M 0.13% 200
2023
Q2 		$638K Buy
7,808
+255
+3% +$21.2K 0.05% 386
2023
Q1 		$632K Sell
7,553
-1,497
-17% -$125K 0.05% 375
2022
Q4 		$783K Buy
9,050
+141
+2% +$11.8K 0.07% 324
2022
Q3 		$723K Sell
8,909
-1,170
-12% -$105K 0.08% 295
2022
Q2 		$863K Buy
+10,079
New +$891K 0.08% 286

Other funds holding IDU

Fidelity International
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
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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Stratos Wealth Advisors's IDU Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 46,377 shares — an estimated $5.03M sold.

Stratos Wealth Advisors first reported a position in IDU in Q2 2022 and held it in 15 quarters. The position peaked at $5.16M in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 46,377 iShares US Utilities ETF shares in Q1 2026, an estimated $5.03M.
  • Stratos Wealth Advisors first reported a position in iShares US Utilities ETF in Q2 2022 and held it in 15 quarters.
  • Stratos Wealth Advisors's iShares US Utilities ETF position peaked at $5.16M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.