CRFG
IDU icon

Columbia River Financial Group’s iShares US Utilities ETF IDU Stock Holding History

Columbia River Financial 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
Q2 		– Sell
-125
Closed -$12K – 77
2025
Q1 		$12K Buy
+125
New +$12.5K 0.01% 124

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Columbia River Financial Group's IDU Position: Q2 2025 in Review

Columbia River Financial Group sold out of iShares US Utilities ETF (IDU) in Q2 2025, closing a stake of 125 shares — an estimated $12K sold.

Columbia River Financial Group first reported a position in IDU in Q1 2025 and held it in 1 quarter. The position peaked at $12K in Q1 2025. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

  • Columbia River Financial Group reported no remaining iShares US Utilities ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 125 iShares US Utilities ETF shares in Q2 2025, an estimated $12K.
  • Columbia River Financial Group first reported a position in iShares US Utilities ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's iShares US Utilities ETF position peaked at $12K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.