Accel Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Accel Wealth 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
2023 Q2	–	Sell	-130	Closed	-$10.9K	–	492
2023 Q1	$10.9K	Hold	130	–	–	﹤0.01%	862
2022 Q4	$11.3K	Hold	130	–	–	0.01%	681
2022 Q3	$11K	Hold	130	–	–	0.01%	711
2022 Q2	$11K	Sell	130 -588	-82%	-$52K	0.01%	690
2022 Q1	$66K	Hold	718	–	–	0.03%	315
2021 Q4	$63K	Hold	718	–	–	0.03%	337
2021 Q3	$57K	Buy	718 +510	+245%	+$42.1K	0.04%	306
2021 Q2	$16K	Hold	208	–	–	0.01%	593
2021 Q1	$17K	Hold	208	–	–	0.01%	546
2020 Q4	$16K	Buy	+208	New	+$16.2K	0.01%	538

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accel Wealth Management's IDU Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares US Utilities ETF (IDU) in Q2 2023, closing a stake of 130 shares — an estimated $10.9K sold.

Accel Wealth Management first reported a position in IDU in Q4 2020 and held it in 10 quarters. The position peaked at $66K in Q1 2022. 215 funds tracked by Wall St. Rank hold IDU as of Q2 2023.

Accel Wealth Management reported no remaining iShares US Utilities ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 130 iShares US Utilities ETF shares in Q2 2023, an estimated $10.9K.
Accel Wealth Management first reported a position in iShares US Utilities ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares US Utilities ETF position peaked at $66K in Q1 2022.
215 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.