Wealthspire Advisors (New York)’s iShares US Utilities ETF IDU Stock Holding History

Wealthspire Advisors (New York)’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	$215K	Hold	1,848	–	–	﹤0.01%	840
2025 Q4	$200K	Hold	1,848	–	–	﹤0.01%	976
2025 Q3	$205K	Buy	+1,848	New	+$199K	﹤0.01%	783
2025 Q2	–	Sell	-3,095	Closed	-$314K	–	861
2025 Q1	$314K	Hold	3,095	–	–	﹤0.01%	633
2024 Q4	$298K	Hold	3,095	–	–	﹤0.01%	645
2024 Q3	$316K	Hold	3,095	–	–	﹤0.01%	609
2024 Q2	$272K	Sell	3,095 -28	-0.9%	-$2.46K	﹤0.01%	558
2024 Q1	$264K	Buy	3,123 +405	+15%	+$32.3K	﹤0.01%	543
2023 Q4	$217K	Buy	+2,718	New	+$208K	﹤0.01%	597
2023 Q1	–	Sell	-2,471	Closed	-$214K	–	560
2022 Q4	$214K	Hold	2,471	–	–	﹤0.01%	528
2022 Q3	$200K	Hold	2,471	–	–	﹤0.01%	480
2022 Q2	$212K	Hold	2,471	–	–	﹤0.01%	462
2022 Q1	$225K	Buy	+2,471	New	+$210K	0.01%	397

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

Wealthspire Advisors (New York)'s IDU Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 1,848 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Wealthspire Advisors (New York) first reported a position in IDU in Q1 2022 and has held it in 13 quarters since. The position peaked at $316K in Q3 2024. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Wealthspire Advisors (New York) held 1,848 shares of iShares US Utilities ETF worth $215K as of Q1 2026.
Wealthspire Advisors (New York) left its iShares US Utilities ETF share count unchanged in Q1 2026.
iShares US Utilities ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #840 holding.
Wealthspire Advisors (New York) first reported a position in iShares US Utilities ETF in Q1 2022 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s iShares US Utilities ETF position peaked at $316K in Q3 2024.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.