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United Capital Financial Advisors’s iShares US Utilities ETF IDU Stock Holding History

United Capital Financial 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 		$391K Sell
3,372
-518
-13% -$58.9K ﹤0.01% 1195
2025
Q4 		$422K Buy
+3,890
New +$435K ﹤0.01% 1032
2023
Q4 		– Sell
-21,303
Closed -$1.57M – 1087
2023
Q3 		$1.57M Sell
21,303
-400
-2% -$32.1K 0.01% 453
2023
Q2 		$1.77M Hold
21,703
– – 0.01% 459
2023
Q1 		$1.82M Sell
21,703
-1,078
-5% -$90K 0.01% 466
2022
Q4 		$1.97M Sell
22,781
-1,200
-5% -$101K 0.01% 484
2022
Q3 		$1.95M Sell
23,981
-1,200
-5% -$108K 0.01% 480
2022
Q2 		$2.15M Sell
25,181
-80
-0.3% -$7.07K 0.01% 477
2022
Q1 		$2.3M Sell
25,261
-312
-1% -$26.5K 0.01% 489
2021
Q4 		$2.26M Sell
25,573
-23
-0.1% -$1.92K 0.01% 512
2021
Q3 		$2.02M Hold
25,596
– – 0.01% 523
2021
Q2 		$2.01M Sell
25,596
-2,620
-9% -$212K 0.01% 537
2021
Q1 		$2.25M Buy
28,216
+7,168
+34% +$552K 0.01% 487
2020
Q4 		$1.63M Hold
21,048
– – 0.01% 554
2020
Q3 		$1.54M Hold
21,048
– – 0.01% 564
2020
Q2 		$1.48M Hold
21,048
– – 0.01% 577
2020
Q1 		$1.45M Buy
21,048
+372
+2% +$29.7K 0.01% 557
2019
Q4 		$1.67M Buy
20,676
+1,466
+8% +$117K 0.01% 637
2019
Q3 		$1.56M Sell
19,210
-1,420
-7% -$110K 0.01% 637
2019
Q2 		$1.55M Buy
20,630
+258
+1% +$19.2K 0.01% 688
2019
Q1 		$1.5M Sell
20,372
-2,458
-11% -$173K 0.01% 664
2018
Q4 		$1.53M Sell
22,830
-119,552
-84% -$8.23M 0.01% 622
2018
Q3 		$9.54M Buy
142,382
+125,134
+725% +$8.44M 0.07% 309
2018
Q2 		$1.14M Sell
17,248
-438
-2% -$28K 0.01% 733
2018
Q1 		$1.13M Sell
17,686
-185,228
-91% -$11.7M 0.01% 749
2017
Q4 		$13.5M Sell
202,914
-13,428
-6% -$923K 0.11% 230
2017
Q3 		$14.4M Sell
216,342
-51,670
-19% -$3.47M 0.12% 199
2017
Q2 		$17.4M Buy
268,012
+60,582
+29% +$3.98M 0.16% 150
2017
Q1 		$13.3M Buy
207,430
+18,454
+10% +$1.16M 0.12% 191
2016
Q4 		$11.5M Sell
188,976
-366,546
-66% -$21.9M 0.11% 216
2016
Q3 		$34M Buy
555,522
+45,642
+9% +$2.89M 0.33% 64
2016
Q2 		$33.4M Buy
509,880
+138,740
+37% +$8.55M 0.34% 54
2016
Q1 		$23M Buy
371,140
+295,526
+391% +$17M 0.25% 81
2015
Q4 		$4.08M Buy
75,614
+19,564
+35% +$1.06M 0.05% 372
2015
Q3 		$3.02M Sell
56,050
-89,046
-61% -$4.78M 0.04% 432
2015
Q2 		$7.52M Sell
145,096
-480,650
-77% -$26.4M 0.09% 266
2015
Q1 		$34.7M Sell
625,746
-109,912
-15% -$6.37M 0.42% 46
2014
Q4 		$43.5M Buy
735,658
+15,018
+2% +$852K 0.65% 31
2014
Q3 		$37.9M Sell
720,640
-135,144
-16% -$7.2M 0.66% 28
2014
Q2 		$47.7M Buy
855,784
+778,782
+1,011% +$41.6M 0.88% 18
2014
Q1 		$4.01M Buy
77,002
+71,680
+1,347% +$3.56M 0.09% 235
2013
Q4 		$255K Sell
5,322
-1,103,532
-100% -$53M 0.01% 562
2013
Q3 		$52.1M Buy
1,108,854
+216,444
+24% +$10.4M 1.66% 16
2013
Q2 		$42.2M Buy
+892,410
New +$43.5M 1.12% 17

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

United Capital Financial Advisors's IDU Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares US Utilities ETF (IDU) stake by 13% in Q1 2026, selling an estimated $58.9K and leaving 3,372 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

United Capital Financial Advisors first reported a position in IDU in Q2 2013 and has held it in 44 quarters since. The position peaked at $52.1M in Q3 2013. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • United Capital Financial Advisors held 3,372 shares of iShares US Utilities ETF worth $391K as of Q1 2026.
  • United Capital Financial Advisors sold 518 iShares US Utilities ETF shares in Q1 2026, an estimated $58.9K.
  • iShares US Utilities ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1195 holding.
  • United Capital Financial Advisors first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 44 quarters since.
  • United Capital Financial Advisors's iShares US Utilities ETF position peaked at $52.1M in Q3 2013.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.