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Wealth Management Associates’s iShares US Utilities ETF IDU Stock Holding History

Wealth Management Associates’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 		$928K Buy
7,991
+77
+1% +$8.76K 0.32% 66
2025
Q4 		$858K Buy
7,914
+167
+2% +$18.7K 0.3% 66
2025
Q3 		$859K Buy
7,747
+478
+7% +$51.5K 0.3% 64
2025
Q2 		$760K Buy
7,269
+418
+6% +$42.8K 0.3% 68
2025
Q1 		$695K Buy
6,851
+614
+10% +$61.3K 0.3% 67
2024
Q4 		$600K Buy
6,237
+236
+4% +$23.8K 0.26% 76
2024
Q3 		$612K Buy
6,001
+140
+2% +$13.3K 0.27% 77
2024
Q2 		$515K Hold
5,861
– – 0.24% 84
2024
Q1 		$515K Buy
5,861
+73
+1% +$5.82K 0.24% 84
2023
Q4 		$463K Sell
5,788
-71
-1% -$5.44K 0.24% 86
2023
Q3 		$431K Buy
5,859
+7
+0.1% +$562 0.25% 86
2023
Q2 		$478K Sell
5,852
-60
-1% -$5K 0.27% 78
2023
Q1 		$495K Buy
5,912
+83
+1% +$6.93K 0.31% 77
2022
Q4 		$504K Buy
5,829
+188
+3% +$15.8K 0.34% 68
2022
Q3 		$458K Buy
5,641
+108
+2% +$9.72K 0.32% 83
2022
Q2 		$474K Buy
5,533
+266
+5% +$23.5K 0.32% 77
2022
Q1 		$479K Buy
5,267
+584
+12% +$49.7K 0.27% 93
2021
Q4 		$414K Buy
4,683
+537
+13% +$44.9K 0.22% 121
2021
Q3 		$327K Buy
4,146
+1,310
+46% +$108K 0.19% 127
2021
Q2 		$223K Buy
+2,836
New +$230K 0.13% 182

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

Wealth Management Associates's IDU Position: Q1 2026 in Review

Wealth Management Associates increased its iShares US Utilities ETF (IDU) stake by 0.97% in Q1 2026, buying an estimated $8.76K and bringing the position to 7,991 shares worth $928K. The position accounts for 0.32% of the portfolio, ranked #66.

Wealth Management Associates first reported a position in IDU in Q2 2021 and has held it in 20 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Wealth Management Associates held 7,991 shares of iShares US Utilities ETF worth $928K as of Q1 2026.
  • Wealth Management Associates bought 77 iShares US Utilities ETF shares in Q1 2026, an estimated $8.76K.
  • iShares US Utilities ETF made up 0.32% of Wealth Management Associates's portfolio in Q1 2026, its #66 holding.
  • Wealth Management Associates first reported a position in iShares US Utilities ETF in Q2 2021 and has held it in 20 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.