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 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

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

CX Institutional's IDU Position: Q2 2026 in Review

CX Institutional reduced its iShares US Utilities ETF (IDU) stake by 0.83% in Q2 2026, selling an estimated $1.49K and leaving 1,562 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #764.

CX Institutional first reported a position in IDU in Q2 2022 and has held it in 7 quarters since. The position peaked at $210K in Q2 2025. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

CX Institutional held 1,562 shares of iShares US Utilities ETF worth $179K as of Q2 2026.
CX Institutional sold 13 iShares US Utilities ETF shares in Q2 2026, an estimated $1.49K.
iShares US Utilities ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #764 holding.
CX Institutional first reported a position in iShares US Utilities ETF in Q2 2022 and has held it in 7 quarters since.
CX Institutional's iShares US Utilities ETF position peaked at $210K in Q2 2025.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.