Winthrop Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Winthrop Capital 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
2026 Q1	$6K	Hold	53	–	–	﹤0.01%	250
2025 Q4	$6K	Hold	53	–	–	﹤0.01%	252
2025 Q3	$6K	Hold	53	–	–	﹤0.01%	230
2025 Q2	$6K	Hold	53	–	–	﹤0.01%	237
2025 Q1	$5K	Hold	53	–	–	﹤0.01%	220
2024 Q4	$5K	Buy	+53	New	+$5.34K	﹤0.01%	234

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 $1.16B AUM 28.78% 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

Winthrop Capital Management's IDU Position: Q1 2026 in Review

Winthrop Capital Management held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 53 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Winthrop Capital Management first reported a position in IDU in Q4 2024 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Winthrop Capital Management held 53 shares of iShares US Utilities ETF worth $6K as of Q1 2026.
Winthrop Capital Management left its iShares US Utilities ETF share count unchanged in Q1 2026.
iShares US Utilities ETF made up ﹤0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #250 holding.
Winthrop Capital Management first reported a position in iShares US Utilities ETF in Q4 2024 and has held it in 6 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.