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Tucker Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Tucker Asset Management’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
2025
Q4 		$23.8K Buy
+220
New +$24.6K 0.01% 429
2025
Q2 		– Sell
-142
Closed -$14.4K – 315
2025
Q1 		$14.4K Hold
142
– – ﹤0.01% 215
2024
Q4 		$13.7K Buy
+142
New +$14.3K ﹤0.01% 662

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tucker Asset Management's IDU Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares US Utilities ETF (IDU) in Q4 2025: 220 shares worth $23.8K. The stake represents 0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in IDU as recently as Q1 2025.

Tucker Asset Management first reported a position in IDU in Q4 2024 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

  • Tucker Asset Management held 220 shares of iShares US Utilities ETF worth $23.8K as of Q4 2025.
  • iShares US Utilities ETF was a new Tucker Asset Management position in Q4 2025.
  • iShares US Utilities ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #429 holding.
  • Tucker Asset Management first reported a position in iShares US Utilities ETF in Q4 2024 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.