Creative Financial Designs’s iShares US Utilities ETF IDU Stock Holding History

Creative Financial Designs’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	-38	Closed	-$3.85K	–	2091
2025 Q1	$3.85K	Buy	+38	New	+$3.79K	﹤0.01%	1541
2023 Q4	–	Sell	-704	Closed	-$51.8K	–	1622
2023 Q3	$51.8K	Hold	704	–	–	0.01%	627
2023 Q2	$57.6K	Hold	704	–	–	0.01%	601
2023 Q1	$58.9K	Hold	704	–	–	0.01%	562
2022 Q4	$60.9K	Hold	704	–	–	0.01%	536
2022 Q3	$57K	Hold	704	–	–	0.01%	525
2022 Q2	$60K	Hold	704	–	–	0.01%	521
2022 Q1	$64K	Hold	704	–	–	0.01%	511
2021 Q4	$62K	Hold	704	–	–	0.01%	529
2021 Q3	$56K	Hold	704	–	–	0.01%	588
2021 Q2	$55K	Hold	704	–	–	0.01%	580
2021 Q1	$56K	Hold	704	–	–	0.01%	534
2020 Q4	$55K	Hold	704	–	–	0.01%	491
2020 Q3	$51K	Hold	704	–	–	0.01%	458
2020 Q2	$49K	Buy	+704	New	+$50.4K	0.01%	420

Other funds holding IDU

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

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

DWM

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

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

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

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

LIA

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

Creative Financial Designs's IDU Position: Q2 2025 in Review

Creative Financial Designs sold out of iShares US Utilities ETF (IDU) in Q2 2025, closing a stake of 38 shares — an estimated $3.85K sold.

Creative Financial Designs first reported a position in IDU in Q2 2020 and held it in 15 quarters. The position peaked at $64K in Q1 2022. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

Creative Financial Designs reported no remaining iShares US Utilities ETF position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 38 iShares US Utilities ETF shares in Q2 2025, an estimated $3.85K.
Creative Financial Designs first reported a position in iShares US Utilities ETF in Q2 2020 and held it in 15 quarters.
Creative Financial Designs's iShares US Utilities ETF position peaked at $64K in Q1 2022.
264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.