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

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return