U.S. Capital Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

U.S. Capital Wealth Advisors’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	$884K	Sell	7,614 -246	-3%	-$28K	0.02%	542
2025 Q4	$852K	Hold	7,860	–	–	0.02%	531
2025 Q3	$872K	Sell	7,860 -78	-1%	-$8.41K	0.02%	501
2025 Q2	$830K	Hold	7,938	–	–	0.02%	469
2025 Q1	$805K	Hold	7,938	–	–	0.02%	472
2024 Q4	$764K	Buy	7,938 +5,299	+201%	+$534K	0.02%	469
2024 Q3	$269K	Hold	2,639	–	–	0.01%	609
2024 Q2	$232K	Hold	2,639	–	–	0.01%	623
2024 Q1	$223K	Hold	2,639	–	–	0.01%	625
2023 Q4	$211K	Buy	+2,639	New	+$202K	0.01%	625
2023 Q3	–	Sell	-2,639	Closed	-$216K	–	657
2023 Q2	$216K	Hold	2,639	–	–	0.01%	612
2023 Q1	$221K	Hold	2,639	–	–	0.01%	592
2022 Q4	$228K	Hold	2,639	–	–	0.01%	577
2022 Q3	$214K	Hold	2,639	–	–	0.01%	580
2022 Q2	$226K	Buy	+2,639	New	+$233K	0.01%	609

Other funds holding IDU

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's IDU Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares US Utilities ETF (IDU) stake by 3.1% in Q1 2026, selling an estimated $28K and leaving 7,614 shares worth $884K. The position accounts for 0.02% of the portfolio, ranked #542.

U.S. Capital Wealth Advisors first reported a position in IDU in Q2 2022 and has held it in 15 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

U.S. Capital Wealth Advisors held 7,614 shares of iShares US Utilities ETF worth $884K as of Q1 2026.
U.S. Capital Wealth Advisors sold 246 iShares US Utilities ETF shares in Q1 2026, an estimated $28K.
iShares US Utilities ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #542 holding.
U.S. Capital Wealth Advisors first reported a position in iShares US Utilities ETF in Q2 2022 and has held it in 15 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.