Prospera Financial Services Inc IDU — ISHARES TR-DOW JONES Com

Ownership history in Prospera Financial Services Inc  ·  34 quarters on record

AI Ownership Summary

Prospera Financial Services Inc reported ISHARES TR-DOW JONES Com (IDU) in 34 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.13% in 2025 Q2. The latest visible filing shows IDU at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospera Financial Services Inc's position in ISHARES TR-DOW JONES Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IDU was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IDU stock page Prospera Financial Services Inc fund profile Prospera Financial Services Inc full holdings
How Prospera Financial Services Inc held IDU — position size vs. price
% of Fund (quarterly)    IDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 34,638 +316 +0.9% 0.06% $4.0M 2026-07-15 $114.87
2026 Q1 REDUCED 7.9% +0.7% ❌ 34,322 -2,940 -7.9% 0.06% $4.0M 2026-04-14 $116.75
2025 Q4 REDUCED 41.0% +7.7% ❌ 37,262 -25,844 -41.0% 0.07% $4.0M 2026-02-09 $109.53
2025 Q3 REDUCED — — — 63,106 -3,256 -4.9% 0.12% $7.0M 2025-11-06 $109.27
2025 Q2 ADDED — — — 66,362 +44,563 +204.4% 0.13% $6.9M 2025-08-06 $106.79
2025 Q1 REDUCED — — — 21,799 -225 -1.0% 0.05% $2.2M 2025-05-15 $100.93
2024 Q4 ADDED — — — 22,024 +30 +0.1% 0.05% $2.1M 2025-02-13 $98.16
2024 Q3 REDUCED — — — 21,994 -338 -1.5% 0.06% $2.2M 2024-11-07 $95.24
2024 Q2 REDUCED — — — 22,332 -373 -1.6% 0.05% $2.0M 2024-08-13 $90.18
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IDU

As of 2026 Q2 — sorted by position size

First Citizens Financial Corp 3Y 0.8% BOS Asset Management, LLC 3Y 0.48% Saxony Capital Management, LLC 0.36% Grant Private Wealth Management Inc 0.2% Sharkey, Howes & Javer 3Y 7Y 0.09% Nova Wealth Management, Inc. 0.09% Independence Bank of Kentucky 3Y 7Y 0.08% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.08% HBW ADVISORY SERVICES LLC 3Y 0.07% Capital Advisors, Ltd. LLC 3Y 7Y 0.05%

FAQ About Prospera Financial Services Inc and IDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prospera Financial Services Inc reported owning IDU?

Prospera Financial Services Inc reported IDU across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IDU position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for IDU was 0.13% in 2025 Q2.

What is the latest reported IDU position on this page?

The most recent filing on this page is 2026 Q2, when Prospera Financial Services Inc reported 34,638 shares, equal to 0.06% of portfolio, with an estimated market value of $4.0M.

What does the chart on this IDU ownership page compare?

The chart compares Prospera Financial Services Inc's quarterly IDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Prospera Financial Services Inc time their IDU position?

Based on 13F filing dates vs. subsequent IDU price moves, Prospera Financial Services Inc correctly timed 17 out of 32 reported position changes (53%). The annualised alpha on IDU relative to SPY over the holding period was -53.4%.

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