CPR Investments’s iShares US Utilities ETF IDU Stock Holding History

CPR Investments’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	-26,088	Closed	-$3.03M	–	58
2026 Q1	$3.03M	Sell	26,088 -1,451	-5%	-$165K	2.02%	17
2025 Q4	$2.98M	Sell	27,539 -192	-0.7%	-$21.5K	2%	15
2025 Q3	$3.08M	Buy	27,731 +379	+1%	+$40.9K	2.12%	14
2025 Q2	$2.86M	Buy	27,352 +989	+4%	+$101K	2.22%	14
2025 Q1	$2.67M	Buy	26,363 +1,700	+7%	+$170K	2.37%	13
2024 Q4	$2.37M	Buy	+24,663	New	+$2.49M	2.14%	12

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CPR Investments's IDU Position: Q2 2026 in Review

CPR Investments sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 26,088 shares — an estimated $3.03M sold.

CPR Investments first reported a position in IDU in Q4 2024 and held it in 6 quarters. The position peaked at $3.08M in Q3 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

CPR Investments reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
CPR Investments sold 26,088 iShares US Utilities ETF shares in Q2 2026, an estimated $3.03M.
CPR Investments first reported a position in iShares US Utilities ETF in Q4 2024 and held it in 6 quarters.
CPR Investments's iShares US Utilities ETF position peaked at $3.08M in Q3 2025.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.