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Wood Tarver Financial Group’s iShares US Utilities ETF IDU Stock Holding History

Wood Tarver Financial Group’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
2025
Q1 		– Sell
-140
Closed -$13K – 757
2024
Q4 		$13K Buy
+140
New +$14.1K ﹤0.01% 385

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wood Tarver Financial Group's IDU Position: Q1 2025 in Review

Wood Tarver Financial Group sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 140 shares — an estimated $13K sold.

Wood Tarver Financial Group first reported a position in IDU in Q4 2024 and held it in 1 quarter. The position peaked at $13K in Q4 2024. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

  • Wood Tarver Financial Group reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 140 iShares US Utilities ETF shares in Q1 2025, an estimated $13K.
  • Wood Tarver Financial Group first reported a position in iShares US Utilities ETF in Q4 2024 and held it in 1 quarter.
  • Wood Tarver Financial Group's iShares US Utilities ETF position peaked at $13K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Wood Tarver Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.