Creative Planning
IDU icon

Creative Planning’s iShares US Utilities ETF IDU Stock Holding History

Creative Planning’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
Q1 		$546K Sell
4,702
-200
-4% -$22.7K ﹤0.01% 2970
2025
Q4 		$531K Sell
4,902
-138
-3% -$15.4K ﹤0.01% 2785
2025
Q3 		$559K Buy
5,040
+358
+8% +$38.6K ﹤0.01% 2615
2025
Q2 		$490K Sell
4,682
-687
-13% -$70.4K ﹤0.01% 2489
2025
Q1 		$545K Buy
5,369
+1,399
+35% +$140K ﹤0.01% 2207
2024
Q4 		$382K Buy
3,970
+548
+16% +$55.2K ﹤0.01% 2474
2024
Q3 		$349K Buy
+3,422
New +$324K ﹤0.01% 2405
2022
Q4 		– Sell
-2,928
Closed -$238K – 2544
2022
Q3 		$238K Sell
2,928
-46
-2% -$4.14K ﹤0.01% 1793
2022
Q2 		$255K Buy
+2,974
New +$263K ﹤0.01% 1723
2017
Q3 		– Sell
-2,736
Closed -$178K – 2739
2017
Q2 		$178K Sell
2,736
-1,438
-34% -$94.5K ﹤0.01% 1591
2017
Q1 		$268K Hold
4,174
– – ﹤0.01% 1327
2016
Q4 		$254K Sell
4,174
-64
-2% -$3.83K ﹤0.01% 1278
2016
Q3 		$260K Buy
4,238
+400
+10% +$25.4K ﹤0.01% 1261
2016
Q2 		$252K Hold
3,838
– – ﹤0.01% 1143
2016
Q1 		$237K Hold
3,838
– – ﹤0.01% 1126
2015
Q4 		$207K Sell
3,838
-600
-14% -$32.5K ﹤0.01% 1175
2015
Q3 		$239K Buy
+4,438
New +$238K ﹤0.01% 1091
2015
Q2 		– Sell
-6,980
Closed -$390K – 1964
2015
Q1 		$390K Hold
6,980
– – ﹤0.01% 844
2014
Q4 		$413K Buy
6,980
+2,000
+40% +$113K ﹤0.01% 767
2014
Q3 		$262K Buy
4,980
+3,070
+161% +$163K ﹤0.01% 932
2014
Q2 		$106K Buy
1,910
+72
+4% +$3.85K ﹤0.01% 1397
2014
Q1 		$96K Hold
1,838
– – ﹤0.01% 1423
2013
Q4 		$88K Buy
1,838
+62
+3% +$2.98K ﹤0.01% 1279
2013
Q3 		$83K Buy
1,776
+548
+45% +$26.2K ﹤0.01% 1223
2013
Q2 		$58K Buy
+1,228
New +$59.9K ﹤0.01% 1305

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's IDU Position: Q1 2026 in Review

Creative Planning reduced its iShares US Utilities ETF (IDU) stake by 4.1% in Q1 2026, selling an estimated $22.7K and leaving 4,702 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

Creative Planning first reported a position in IDU in Q2 2013 and has held it in 25 quarters since. The position peaked at $559K in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Creative Planning held 4,702 shares of iShares US Utilities ETF worth $546K as of Q1 2026.
  • Creative Planning sold 200 iShares US Utilities ETF shares in Q1 2026, an estimated $22.7K.
  • iShares US Utilities ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2970 holding.
  • Creative Planning first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 25 quarters since.
  • Creative Planning's iShares US Utilities ETF position peaked at $559K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.