WealthCare Investment Partners’s iShares US Utilities ETF IDU Stock Holding History

WealthCare Investment 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
2026 Q1	$1.56M	Sell	13,591 -1,318	-9%	-$150K	0.43%	63
2025 Q4	$1.63M	Sell	14,909 -108	-0.7%	-$12.1K	0.48%	62
2025 Q3	$1.68M	Sell	15,017 -349	-2%	-$37.6K	0.54%	55
2025 Q2	$1.61M	Buy	15,366 +1,424	+10%	+$146K	0.58%	49
2025 Q1	$1.37M	Buy	13,942 +6,274	+82%	+$627K	0.58%	50
2024 Q4	$741K	Buy	7,668 +4,070	+113%	+$410K	0.32%	71
2024 Q3	$361K	Buy	+3,598	New	+$341K	0.16%	101

Other funds holding IDU

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthCare Investment Partners's IDU Position: Q1 2026 in Review

WealthCare Investment Partners reduced its iShares US Utilities ETF (IDU) stake by 8.8% in Q1 2026, selling an estimated $150K and leaving 13,591 shares worth $1.56M. The position accounts for 0.43% of the portfolio, ranked #63.

WealthCare Investment Partners first reported a position in IDU in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

WealthCare Investment Partners held 13,591 shares of iShares US Utilities ETF worth $1.56M as of Q1 2026.
WealthCare Investment Partners sold 1,318 iShares US Utilities ETF shares in Q1 2026, an estimated $150K.
iShares US Utilities ETF made up 0.43% of WealthCare Investment Partners's portfolio in Q1 2026, its #63 holding.
WealthCare Investment Partners first reported a position in iShares US Utilities ETF in Q3 2024 and has held it in 7 quarters since.
WealthCare Investment Partners's iShares US Utilities ETF position peaked at $1.68M in Q3 2025.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.