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Country Club Bank’s iShares US Utilities ETF IDU Stock Holding History

Country Club Bank’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
Q3 		$5.15M Sell
46,526
-22
-0% -$2.37K 0.31% 83
2025
Q2 		$4.85M Sell
46,548
-12,996
-22% -$1.33M 0.31% 87
2025
Q1 		$5.97M Sell
59,544
-821
-1% -$82K 0.4% 64
2024
Q4 		$5.81M Sell
60,365
-2,912
-5% -$293K 0.39% 69
2024
Q3 		$6.42M Sell
63,277
-1,764
-3% -$167K 0.43% 67
2024
Q2 		$5.77M Sell
65,041
-1,062
-2% -$93.3K 0.4% 66
2024
Q1 		$5.59M Sell
66,103
-6,109
-8% -$487K 0.39% 73
2023
Q4 		$5.77M Sell
72,212
-8,902
-11% -$682K 0.44% 68
2023
Q3 		$5.96M Buy
81,114
+280
+0.3% +$22.5K 0.49% 61
2023
Q2 		$6.53M Sell
80,834
-4,858
-6% -$404K 0.52% 57
2023
Q1 		$7.12M Sell
85,692
-1,050
-1% -$87.6K 0.59% 52
2022
Q4 		$7.51M Sell
86,742
-714
-0.8% -$59.9K 0.65% 53
2022
Q3 		$7.22M Sell
87,456
-2,084
-2% -$188K 0.69% 48
2022
Q2 		$7.58M Sell
89,540
-717
-0.8% -$63.4K 0.7% 52
2022
Q1 		$8.22M Buy
+90,257
New +$7.68M 0.71% 49

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Country Club Bank's IDU Position: Q3 2025 in Review

Country Club Bank reduced its iShares US Utilities ETF (IDU) stake by 0.05% in Q3 2025, selling an estimated $2.37K and leaving 46,526 shares worth $5.15M. The position accounts for 0.31% of the portfolio, ranked #83.

Country Club Bank first reported a position in IDU in Q1 2022 and has held it in 15 quarters since. The position peaked at $8.22M in Q1 2022. 272 funds tracked by Wall St. Rank hold IDU as of Q3 2025.

  • Country Club Bank held 46,526 shares of iShares US Utilities ETF worth $5.15M as of Q3 2025.
  • Country Club Bank sold 22 iShares US Utilities ETF shares in Q3 2025, an estimated $2.37K.
  • iShares US Utilities ETF made up 0.31% of Country Club Bank's portfolio in Q3 2025, its #83 holding.
  • Country Club Bank first reported a position in iShares US Utilities ETF in Q1 2022 and has held it in 15 quarters since.
  • Country Club Bank's iShares US Utilities ETF position peaked at $8.22M in Q1 2022.
  • 272 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.