CX Institutional’s iShares US Utilities ETF IDU Stock Holding History

CX Institutional’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 Q3	$158K	Buy	1,566 +4	+0.3%	+$442	﹤0.01%	792
2026 Q2	$179K	Sell	1,562 -13	-0.8%	-$1.49K	0.01%	764
2026 Q1	$183K	Sell	1,575 -147	-9%	-$16.7K	0.01%	742
2025 Q4	$187K	Buy	1,722 +152	+10%	+$17K	0.01%	734
2025 Q3	$174K	Sell	1,570 -438	-22%	-$47.2K	0.01%	731
2025 Q2	$210K	Buy	2,008 +383	+24%	+$39.2K	0.01%	608
2025 Q1	$165K	Buy	+1,625	New	+$162K	0.01%	649
2022 Q3	–	Sell	-735	Closed	-$63K	–	779
2022 Q2	$63K	Buy	+735	New	+$65K	﹤0.01%	630

Other funds holding IDU

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional's IDU Position: Q3 2026 in Review

CX Institutional increased its iShares US Utilities ETF (IDU) stake by 0.26% in Q3 2026, buying an estimated $442 and bringing the position to 1,566 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

CX Institutional first reported a position in IDU in Q2 2022 and has held it in 8 quarters since. The position peaked at $210K in Q2 2025. 9 funds tracked by Wall St. Rank hold IDU as of Q3 2026.

CX Institutional held 1,566 shares of iShares US Utilities ETF worth $158K as of Q3 2026.
CX Institutional bought 4 iShares US Utilities ETF shares in Q3 2026, an estimated $442.
iShares US Utilities ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #792 holding.
CX Institutional first reported a position in iShares US Utilities ETF in Q2 2022 and has held it in 8 quarters since.
CX Institutional's iShares US Utilities ETF position peaked at $210K in Q2 2025.
9 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.