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Childress Capital Advisors’s iShares US Utilities ETF IDU Stock Holding History

Childress Capital Advisors’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 		– Sell
-2,392
Closed -$278K – 399
2026
Q1 		$278K Hold
2,392
– – 0.05% 275
2025
Q4 		$259K Hold
2,392
– – 0.04% 316
2025
Q3 		$265K Buy
+2,392
New +$258K 0.05% 244

Other funds holding IDU

FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Childress Capital Advisors's IDU Position: Q2 2026 in Review

Childress Capital Advisors sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 2,392 shares — an estimated $278K sold.

Childress Capital Advisors first reported a position in IDU in Q3 2025 and held it in 3 quarters. The position peaked at $278K in Q1 2026. 85 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Childress Capital Advisors reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Childress Capital Advisors sold 2,392 iShares US Utilities ETF shares in Q2 2026, an estimated $278K.
  • Childress Capital Advisors first reported a position in iShares US Utilities ETF in Q3 2025 and held it in 3 quarters.
  • Childress Capital Advisors's iShares US Utilities ETF position peaked at $278K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.