SF
IDU icon

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

Summit Financial’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 		$386K Sell
3,324
-60
-2% -$6.82K ﹤0.01% 1078
2025
Q4 		$367K Hold
3,384
– – 0.01% 1003
2025
Q3 		$375K Buy
3,384
+284
+9% +$30.6K 0.01% 982
2025
Q2 		$324K Buy
3,100
+196
+7% +$20.1K 0.01% 662
2025
Q1 		$295K Buy
2,904
+1
+0% +$100 0.01% 616
2024
Q4 		$279K Sell
2,903
-331
-10% -$33.4K 0.01% 555
2024
Q3 		$330K Sell
3,234
-70
-2% -$6.63K 0.01% 444
2024
Q2 		$290K Buy
3,304
+873
+36% +$76.7K 0.01% 421
2024
Q1 		$205K Buy
+2,431
New +$194K 0.01% 369

Other funds holding IDU

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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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return