CIBC Private Wealth Group’s iShares US Utilities ETF IDU Stock Holding History

CIBC Private Wealth 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
2025 Q4	$333K	Sell	3,069 -298	-9%	-$33.3K	﹤0.01%	999
2025 Q3	$373K	Sell	3,367 -437	-11%	-$47.1K	﹤0.01%	952
2025 Q2	$398K	Sell	3,804 -400	-10%	-$41K	﹤0.01%	892
2025 Q1	$395K	Hold	4,204	–	–	﹤0.01%	874
2024 Q4	$407K	Buy	4,204 +555	+15%	+$55.9K	﹤0.01%	924
2024 Q3	$372K	Hold	3,649	–	–	﹤0.01%	964
2024 Q2	$322K	Sell	3,649 -83	-2%	-$7.29K	﹤0.01%	934
2024 Q1	$314K	Sell	3,732 -50	-1%	-$3.98K	﹤0.01%	957
2023 Q4	$302K	Buy	3,782 +25	+0.7%	+$1.92K	﹤0.01%	929
2023 Q3	$276K	Buy	+3,757	New	+$301K	﹤0.01%	907
2018 Q3	–	Sell	-100	Closed	-$7K	–	1293
2018 Q2	$7K	Sell	100 -300	-75%	-$19.2K	﹤0.01%	1648
2018 Q1	$25K	Hold	400	–	–	﹤0.01%	1334
2017 Q4	$27K	Buy	+400	New	+$27.5K	﹤0.01%	1343

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIBC Private Wealth Group's IDU Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares US Utilities ETF (IDU) stake by 8.9% in Q4 2025, selling an estimated $33.3K and leaving 3,069 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

CIBC Private Wealth Group first reported a position in IDU in Q4 2017 and has held it in 13 quarters since. The position peaked at $407K in Q4 2024. 308 funds tracked by Wall St. Rank hold IDU as of Q4 2025.

CIBC Private Wealth Group held 3,069 shares of iShares US Utilities ETF worth $333K as of Q4 2025.
CIBC Private Wealth Group sold 298 iShares US Utilities ETF shares in Q4 2025, an estimated $33.3K.
iShares US Utilities ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #999 holding.
CIBC Private Wealth Group first reported a position in iShares US Utilities ETF in Q4 2017 and has held it in 13 quarters since.
CIBC Private Wealth Group's iShares US Utilities ETF position peaked at $407K in Q4 2024.
308 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.