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Ahrens Investment Partners’s iShares US Utilities ETF IDU Stock Holding History

Ahrens Investment Partners’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
2022
Q3 		– Sell
-1,200
Closed -$103K – 511
2022
Q2 		$103K Hold
1,200
– – 0.05% 221
2022
Q1 		$109K Hold
1,200
– – 0.03% 255
2021
Q4 		$106K Buy
+1,200
New +$100K 0.05% 279

Other funds holding IDU

Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Ahrens Investment Partners's IDU Position: Q3 2022 in Review

Ahrens Investment Partners sold out of iShares US Utilities ETF (IDU) in Q3 2022, closing a stake of 1,200 shares — an estimated $103K sold.

Ahrens Investment Partners first reported a position in IDU in Q4 2021 and held it in 3 quarters. The position peaked at $109K in Q1 2022. 222 funds tracked by Wall St. Rank hold IDU as of Q3 2022.

  • Ahrens Investment Partners reported no remaining iShares US Utilities ETF position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 1,200 iShares US Utilities ETF shares in Q3 2022, an estimated $103K.
  • Ahrens Investment Partners first reported a position in iShares US Utilities ETF in Q4 2021 and held it in 3 quarters.
  • Ahrens Investment Partners's iShares US Utilities ETF position peaked at $109K in Q1 2022.
  • 222 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.