Principal Financial Group
IDU icon

Principal Financial Group’s iShares US Utilities ETF IDU Stock Holding History

Principal Financial Group’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 		– Sell
-86,585
Closed -$9.05M – 2293
2025
Q2 		$9.05M Buy
+86,585
New +$8.87M ﹤0.01% 1310

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Financial Group's IDU Position: Q3 2025 in Review

Principal Financial Group sold out of iShares US Utilities ETF (IDU) in Q3 2025, closing a stake of 86,585 shares — an estimated $9.05M sold.

Principal Financial Group first reported a position in IDU in Q2 2025 and held it in 1 quarter. The position peaked at $9.05M in Q2 2025. 272 funds tracked by Wall St. Rank hold IDU as of Q3 2025.

  • Principal Financial Group reported no remaining iShares US Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 86,585 iShares US Utilities ETF shares in Q3 2025, an estimated $9.05M.
  • Principal Financial Group first reported a position in iShares US Utilities ETF in Q2 2025 and held it in 1 quarter.
  • Principal Financial Group's iShares US Utilities ETF position peaked at $9.05M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.