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Creekmur Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Creekmur Asset Management’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 		$28.8K Hold
260
– – ﹤0.01% 396
2025
Q2 		$27.2K Hold
260
– – ﹤0.01% 405
2025
Q1 		$26.4K Hold
260
– – 0.01% 376
2024
Q4 		$25K Hold
260
– – 0.01% 309
2024
Q3 		$26.5K Hold
260
– – 0.01% 308
2024
Q2 		$22.8K Buy
+260
New +$22.8K 0.01% 356

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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 $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creekmur Asset Management's IDU Position: Q3 2025 in Review

Creekmur Asset Management held its iShares US Utilities ETF (IDU) position steady in Q3 2025 at 260 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Creekmur Asset Management first reported a position in IDU in Q2 2024 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold IDU as of Q3 2025.

  • Creekmur Asset Management held 260 shares of iShares US Utilities ETF worth $28.8K as of Q3 2025.
  • Creekmur Asset Management left its iShares US Utilities ETF share count unchanged in Q3 2025.
  • iShares US Utilities ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #396 holding.
  • Creekmur Asset Management first reported a position in iShares US Utilities ETF in Q2 2024 and has held it in 6 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.