Yeomans Consulting Group’s iShares US Utilities ETF IDU Stock Holding History

Yeomans Consulting 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 Q4	$1.26M	Buy	+11,586	New	+$1.29M	0.37%	41
2025 Q3	–	Sell	-9,616	Closed	-$1.01M	–	109
2025 Q2	$1.01M	Buy	+9,616	New	+$985K	0.42%	38
2025 Q1	–	Sell	-8,642	Closed	-$831K	–	82
2024 Q4	$831K	Buy	8,642 +2,412	+39%	+$243K	0.31%	38
2024 Q3	$636K	Buy	6,230 +3,953	+174%	+$374K	0.24%	39
2024 Q2	$200K	Buy	+2,277	New	+$200K	0.08%	88

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Yeomans Consulting Group's IDU Position: Q4 2025 in Review

Yeomans Consulting Group opened a new position in iShares US Utilities ETF (IDU) in Q4 2025: 11,586 shares worth $1.26M. The stake represents 0.37% of the portfolio and ranks #41 among its holdings. This is a return to the name: Yeomans Consulting Group previously reported a position in IDU as recently as Q2 2025.

Yeomans Consulting Group first reported a position in IDU in Q2 2024 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

Yeomans Consulting Group held 11,586 shares of iShares US Utilities ETF worth $1.26M as of Q4 2025.
iShares US Utilities ETF was a new Yeomans Consulting Group position in Q4 2025.
iShares US Utilities ETF made up 0.37% of Yeomans Consulting Group's portfolio in Q4 2025, its #41 holding.
Yeomans Consulting Group first reported a position in iShares US Utilities ETF in Q2 2024 and has held it in 5 quarters since.
309 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.