WA
IDU icon

Waverly Advisors’s iShares US Utilities ETF IDU Stock Holding History

Waverly 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 		$2.07M Buy
17,803
+3
+0% +$341 0.02% 638
2025
Q4 		$1.93M Sell
17,800
-1,390
-7% -$155K 0.02% 606
2025
Q3 		$2.13M Buy
19,190
+183
+1% +$19.7K 0.02% 501
2025
Q2 		$1.99M Buy
19,007
+3
+0% +$307 0.02% 491
2025
Q1 		$1.93M Buy
19,004
+3
+0% +$300 0.02% 484
2024
Q4 		$1.83M Buy
19,001
+13
+0.1% +$1.31K 0.03% 405
2024
Q3 		$1.94M Sell
18,988
-1,648
-8% -$156K 0.04% 335
2024
Q2 		$1.81M Buy
+20,636
New +$1.81M 0.04% 331

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return