WAM
IDU icon

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

Wakefield 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 		– Sell
-14,682
Closed -$1.63M – 216
2025
Q3 		$1.63M Sell
14,682
-486
-3% -$52.4K 0.44% 68
2025
Q2 		$1.59M Sell
15,168
-2,254
-13% -$231K 0.44% 67
2025
Q1 		$1.77M Sell
17,422
-2,552
-13% -$255K 0.54% 61
2024
Q4 		$1.92M Buy
19,974
+34
+0.2% +$3.43K 0.65% 48
2024
Q3 		$2.03M Buy
19,940
+135
+0.7% +$12.8K 0.66% 47
2024
Q2 		$1.74M Sell
19,805
-4,578
-19% -$402K 0.61% 54
2024
Q1 		$2.06M Buy
24,383
+748
+3% +$59.6K 0.71% 45
2023
Q4 		$1.89M Buy
+23,635
New +$1.81M 0.7% 45

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 $168B 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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return