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Caprock Group’s iShares US Utilities ETF IDU Stock Holding History

Caprock 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
2026
Q2 		$232K Sell
2,028
-71
-3% -$8.13K ﹤0.01% 1118
2026
Q1 		$244K Buy
2,099
+98
+5% +$11.1K 0.01% 985
2025
Q4 		$217K Hold
2,001
– – ﹤0.01% 1092
2025
Q3 		$216K Buy
+2,001
New +$216K 0.01% 1038
2025
Q1 		$203K Buy
+2,001
New +$200K 0.01% 1007

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Caprock Group's IDU Position: Q2 2026 in Review

Caprock Group reduced its iShares US Utilities ETF (IDU) stake by 3.4% in Q2 2026, selling an estimated $8.13K and leaving 2,028 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Caprock Group first reported a position in IDU in Q1 2025 and has held it in 5 quarters since. The position peaked at $244K in Q1 2026. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Caprock Group held 2,028 shares of iShares US Utilities ETF worth $232K as of Q2 2026.
  • Caprock Group sold 71 iShares US Utilities ETF shares in Q2 2026, an estimated $8.13K.
  • iShares US Utilities ETF made up ﹤0.01% of Caprock Group's portfolio in Q2 2026, its #1118 holding.
  • Caprock Group first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 5 quarters since.
  • Caprock Group's iShares US Utilities ETF position peaked at $244K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.