BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares US Utilities ETF IDU Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	$54.1K	Buy	537 +417	+348%	+$46.1K	0.01%	562
2026 Q2	$13.7K	Hold	120	–	–	﹤0.01%	1421
2026 Q1	$13.9K	Hold	120	–	–	﹤0.01%	1443
2025 Q4	$13K	Hold	120	–	–	﹤0.01%	1487
2025 Q3	$13.3K	Sell	120 -99	-45%	-$10.7K	﹤0.01%	1424
2025 Q2	$22.9K	Hold	219	–	–	﹤0.01%	1168
2025 Q1	$22.2K	Buy	219 +1	+0.5%	+$100	﹤0.01%	1200
2024 Q4	$21K	Sell	218 -15	-6%	-$1.51K	﹤0.01%	1158
2024 Q3	$23.7K	Buy	+233	New	+$22.1K	﹤0.01%	1193

Other funds holding IDU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s IDU Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its iShares US Utilities ETF (IDU) stake by 348% in Q3 2026, buying an estimated $46.1K and bringing the position to 537 shares worth $54.1K. The position accounts for 0.01% of the portfolio, ranked #562.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in IDU in Q3 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold IDU as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 537 shares of iShares US Utilities ETF worth $54.1K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 417 iShares US Utilities ETF shares in Q3 2026, an estimated $46.1K.
iShares US Utilities ETF made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #562 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares US Utilities ETF in Q3 2024 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.