Cambridge Financial Group (Arizona)’s iShares US Utilities ETF IDU Stock Holding History

Cambridge Financial Group (Arizona)’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	–	Sell	-1,891	Closed	-$206K	–	174
2025 Q4	$206K	Hold	1,891	–	–	0.07%	167
2025 Q3	$210K	Buy	+1,891	New	+$204K	0.07%	160

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 $445B AUM 25.58% 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

Cambridge Financial Group (Arizona)'s IDU Position: Q1 2026 in Review

Cambridge Financial Group (Arizona) sold out of iShares US Utilities ETF (IDU) in Q1 2026, closing a stake of 1,891 shares — an estimated $206K sold.

Cambridge Financial Group (Arizona) first reported a position in IDU in Q3 2025 and held it in 2 quarters. The position peaked at $210K in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Cambridge Financial Group (Arizona) reported no remaining iShares US Utilities ETF position as of Q1 2026 after selling out during the quarter.
Cambridge Financial Group (Arizona) sold 1,891 iShares US Utilities ETF shares in Q1 2026, an estimated $206K.
Cambridge Financial Group (Arizona) first reported a position in iShares US Utilities ETF in Q3 2025 and held it in 2 quarters.
Cambridge Financial Group (Arizona)'s iShares US Utilities ETF position peaked at $210K in Q3 2025.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q1 2026, filed 8 Apr 2026.