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Summit Financial Consulting’s iShares US Utilities ETF IDU Stock Holding History

Summit Financial Consulting’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
-65,479
Closed -$7.1M – 44
2025
Q4 		$7.1M Buy
65,479
+6,446
+11% +$720K 5.15% 12
2025
Q3 		$6.55M Buy
59,033
+6,100
+12% +$658K 5.23% 10
2025
Q2 		$5.54M Buy
+52,933
New +$5.42M 4.97% 6

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Financial Consulting's IDU Position: Q1 2026 in Review

Summit Financial Consulting sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 65,479 shares — an estimated $7.1M sold.

Summit Financial Consulting first reported a position in IDU in Q2 2025 and held it in 3 quarters. The position peaked at $7.1M in Q4 2025. 302 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Summit Financial Consulting reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Consulting sold 65,479 iShares US Utilities ETF shares in Q1 2026, an estimated $7.1M.
  • Summit Financial Consulting first reported a position in iShares US Utilities ETF in Q2 2025 and held it in 3 quarters.
  • Summit Financial Consulting's iShares US Utilities ETF position peaked at $7.1M in Q4 2025.
  • 302 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.