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IDU icon

Sunbelt Securities’s iShares US Utilities ETF IDU Stock Holding History

Sunbelt Securities’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 		$1.8M Buy
15,521
+8,126
+110% +$924K 0.11% 157
2025
Q4 		$801K Sell
7,395
-631
-8% -$70.5K 0.05% 296
2025
Q3 		$890K Sell
8,026
-1,012
-11% -$109K 0.06% 262
2025
Q2 		$870K Buy
9,038
+1,063
+13% +$109K 0.08% 224
2025
Q1 		$809K Sell
7,975
-1,063
-12% -$106K 0.07% 227
2024
Q4 		$870K Buy
9,038
+12
+0.1% +$1.21K 0.08% 226
2024
Q3 		$921K Buy
9,026
+5,757
+176% +$545K 0.09% 219
2024
Q2 		$287K Buy
3,269
+1,650
+102% +$145K 0.03% 465
2024
Q1 		$137K Sell
1,619
-681
-30% -$54.3K 0.02% 643
2023
Q4 		$184K Buy
2,300
+6
+0.3% +$460 0.02% 513
2023
Q3 		$169K Hold
2,294
– – 0.02% 525
2023
Q2 		$188K Hold
2,294
– – 0.03% 477
2023
Q1 		$190K Buy
+2,294
New +$191K 0.03% 447
2022
Q4 		– Sell
-3,145
Closed -$255K – 461
2022
Q3 		$255K Sell
3,145
-5,393
-63% -$485K 0.05% 363
2022
Q2 		$731K Buy
8,538
+5,891
+223% +$521K 0.15% 171
2022
Q1 		$241K Sell
2,647
-68
-3% -$5.78K 0.04% 402
2021
Q4 		$228K Buy
+2,715
New +$227K 0.04% 422

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

Sunbelt Securities's IDU Position: Q1 2026 in Review

Sunbelt Securities increased its iShares US Utilities ETF (IDU) stake by 110% in Q1 2026, buying an estimated $924K and bringing the position to 15,521 shares worth $1.8M. The position accounts for 0.11% of the portfolio, ranked #157.

Sunbelt Securities first reported a position in IDU in Q4 2021 and has held it in 17 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Sunbelt Securities held 15,521 shares of iShares US Utilities ETF worth $1.8M as of Q1 2026.
  • Sunbelt Securities bought 8,126 iShares US Utilities ETF shares in Q1 2026, an estimated $924K.
  • iShares US Utilities ETF made up 0.11% of Sunbelt Securities's portfolio in Q1 2026, its #157 holding.
  • Sunbelt Securities first reported a position in iShares US Utilities ETF in Q4 2021 and has held it in 17 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.