Vertex Planning Partners’s iShares US Utilities ETF IDU Stock Holding History

Vertex Planning Partners’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	–	Sell	-2,085	Closed	-$231K	–	151
2025 Q3	$231K	Buy	2,085 +4	+0.2%	+$431	0.04%	188
2025 Q2	$218K	Sell	2,081 -295	-12%	-$30.2K	0.05%	176
2025 Q1	$241K	Buy	2,376 +5	+0.2%	+$499	0.05%	164
2024 Q4	$228K	Buy	2,371 +306	+15%	+$30.8K	0.05%	171
2024 Q3	$211K	Buy	+2,065	New	+$196K	0.05%	157

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vertex Planning Partners's IDU Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares US Utilities ETF (IDU) in Q4 2025, closing a stake of 2,085 shares — an estimated $231K sold.

Vertex Planning Partners first reported a position in IDU in Q3 2024 and held it in 5 quarters. The position peaked at $241K in Q1 2025. 308 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

Vertex Planning Partners reported no remaining iShares US Utilities ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 2,085 iShares US Utilities ETF shares in Q4 2025, an estimated $231K.
Vertex Planning Partners first reported a position in iShares US Utilities ETF in Q3 2024 and held it in 5 quarters.
Vertex Planning Partners's iShares US Utilities ETF position peaked at $241K in Q1 2025.
308 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.