SWP
IDU icon

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

Stratos Wealth Partners’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 		$1.36M Buy
11,702
+1,329
+13% +$151K 0.02% 688
2025
Q4 		$1.12M Sell
10,373
-2,207
-18% -$247K 0.01% 732
2025
Q3 		$1.4M Buy
12,580
+1,068
+9% +$115K 0.02% 641
2025
Q2 		$1.2M Buy
11,512
+7,637
+197% +$782K 0.02% 631
2025
Q1 		$393K Sell
3,875
-6,158
-61% -$615K 0.01% 975
2024
Q4 		$965K Buy
10,033
+1,361
+16% +$137K 0.01% 711
2024
Q3 		$885K Buy
8,672
+4,288
+98% +$406K 0.01% 735
2024
Q2 		$385K Sell
4,384
-1,134
-21% -$99.6K 0.01% 1003
2024
Q1 		$466K Buy
5,518
+14
+0.3% +$1.12K 0.01% 927
2023
Q4 		$440K Buy
5,504
+3
+0.1% +$230 0.01% 914
2023
Q3 		$405K Buy
5,501
+2,403
+78% +$193K 0.01% 903
2023
Q2 		$253K Buy
+3,098
New +$258K 0.01% 1016
2022
Q3 		– Sell
-3,803
Closed -$326K – 1178
2022
Q2 		$326K Sell
3,803
-170
-4% -$15K 0.01% 890
2022
Q1 		$362K Sell
3,973
-325
-8% -$27.6K 0.01% 923
2021
Q4 		$380K Buy
4,298
+845
+24% +$70.7K 0.01% 919
2021
Q3 		$273K Sell
3,453
-27
-0.8% -$2.23K 0.01% 977
2021
Q2 		$273K Buy
3,480
+29
+0.8% +$2.35K 0.01% 1007
2021
Q1 		$275K Sell
3,451
-63
-2% -$4.85K 0.01% 915
2020
Q4 		$273K Sell
3,514
-332
-9% -$25.9K 0.01% 882
2020
Q3 		$281K Buy
3,846
+32
+0.8% +$2.35K 0.01% 809
2020
Q2 		$267K Sell
3,814
-72
-2% -$5.15K 0.01% 805
2020
Q1 		$268K Sell
3,886
-898
-19% -$71.7K 0.01% 719
2019
Q4 		$388K Buy
4,784
+160
+3% +$12.8K 0.02% 666
2019
Q3 		$377K Sell
4,624
-50
-1% -$3.89K 0.02% 650
2019
Q2 		$352K Hold
4,674
– – 0.02% 675
2019
Q1 		$344K Buy
4,674
+518
+12% +$36.5K 0.02% 661
2018
Q4 		$279K Hold
4,156
– – 0.01% 683
2018
Q3 		$279K Sell
4,156
-562
-12% -$37.9K 0.01% 735
2018
Q2 		$311K Buy
4,718
+614
+15% +$39.2K 0.01% 733
2018
Q1 		$262K Buy
4,104
+876
+27% +$55.1K 0.01% 788
2017
Q4 		$214K Sell
3,228
-3,366
-51% -$231K 0.01% 841
2017
Q3 		$438K Buy
6,594
+1,536
+30% +$103K 0.02% 543
2017
Q2 		$329K Buy
5,058
+1,562
+45% +$103K 0.02% 603
2017
Q1 		$224K Buy
+3,496
New +$219K 0.01% 686
2016
Q3 		– Sell
-4,032
Closed -$265K – 701
2016
Q2 		$265K Buy
+4,032
New +$249K 0.02% 485
2015
Q2 		– Sell
-4,824
Closed -$268K – 567
2015
Q1 		$268K Buy
+4,824
New +$280K 0.03% 458

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 $1.1B AUM 30.57% 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 Partners's IDU Position: Q1 2026 in Review

Stratos Wealth Partners increased its iShares US Utilities ETF (IDU) stake by 13% in Q1 2026, buying an estimated $151K and bringing the position to 11,702 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #688.

Stratos Wealth Partners first reported a position in IDU in Q1 2015 and has held it in 36 quarters since. The position peaked at $1.4M in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Stratos Wealth Partners held 11,702 shares of iShares US Utilities ETF worth $1.36M as of Q1 2026.
  • Stratos Wealth Partners bought 1,329 iShares US Utilities ETF shares in Q1 2026, an estimated $151K.
  • iShares US Utilities ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #688 holding.
  • Stratos Wealth Partners first reported a position in iShares US Utilities ETF in Q1 2015 and has held it in 36 quarters since.
  • Stratos Wealth Partners's iShares US Utilities ETF position peaked at $1.4M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

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