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

Cottonwood 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 		$470K Sell
4,104
-7
-0.2% -$801 0.28% 63
2026
Q1 		$477K Buy
4,111
+1
+0% +$114 0.34% 59
2025
Q4 		$445K Buy
4,110
+802
+24% +$89.6K 0.32% 61
2025
Q3 		$367K Buy
3,308
+31
+0.9% +$3.34K 0.27% 69
2025
Q2 		$343K Sell
3,277
-179
-5% -$18.3K 0.23% 85
2025
Q1 		$350K Sell
3,456
-207
-6% -$20.7K 0.26% 83
2024
Q4 		$352K Buy
3,663
+3
+0.1% +$302 0.25% 84
2024
Q3 		$373K Sell
3,660
-889
-20% -$84.2K 0.27% 75
2024
Q2 		$403K Sell
4,549
-75
-2% -$6.59K 0.31% 68
2024
Q1 		$379K Sell
4,624
-543
-11% -$43.3K 0.3% 72
2023
Q4 		$413K Sell
5,167
-756
-13% -$57.9K 0.34% 65
2023
Q3 		$436K Sell
5,923
-95
-2% -$7.62K 0.41% 59
2023
Q2 		$492K Sell
6,018
-589
-9% -$49K 0.45% 52
2023
Q1 		$553K Sell
6,607
-1,136
-15% -$94.8K 0.51% 47
2022
Q4 		$670K Hold
7,743
– – 0.6% 43
2022
Q3 		$628K Sell
7,743
-1,475
-16% -$133K 0.6% 44
2022
Q2 		$789K Sell
9,218
-542
-6% -$47.9K 0.71% 40
2022
Q1 		$888K Sell
9,760
-2,003
-17% -$170K 0.7% 40
2021
Q4 		$1.04M Buy
+11,763
New +$984K 0.8% 35

Other funds holding IDU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Arrien Investments Boise, Idaho $198M AUM 14.28% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Cottonwood Capital Advisors reduced its iShares US Utilities ETF (IDU) stake by 0.17% in Q2 2026, selling an estimated $801 and leaving 4,104 shares worth $470K. The position accounts for 0.28% of the portfolio, ranked #63.

Cottonwood Capital Advisors first reported a position in IDU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q4 2021. 181 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Cottonwood Capital Advisors held 4,104 shares of iShares US Utilities ETF worth $470K as of Q2 2026.
  • Cottonwood Capital Advisors sold 7 iShares US Utilities ETF shares in Q2 2026, an estimated $801.
  • iShares US Utilities ETF made up 0.28% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #63 holding.
  • Cottonwood Capital Advisors first reported a position in iShares US Utilities ETF in Q4 2021 and has held it in 19 quarters since.
  • Cottonwood Capital Advisors's iShares US Utilities ETF position peaked at $1.04M in Q4 2021.
  • 181 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.