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

Almanack 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
Q4 		– Sell
-3,110
Closed -$252K – 640
2022
Q3 		$252K Buy
+3,110
New +$280K 0.05% 119

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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Almanack Investment Partners's IDU Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares US Utilities ETF (IDU) in Q4 2022, closing a stake of 3,110 shares — an estimated $252K sold.

Almanack Investment Partners first reported a position in IDU in Q3 2022 and held it in 1 quarter. The position peaked at $252K in Q3 2022. 238 funds tracked by Wall St. Rank hold IDU as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares US Utilities ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 3,110 iShares US Utilities ETF shares in Q4 2022, an estimated $252K.
  • Almanack Investment Partners first reported a position in iShares US Utilities ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's iShares US Utilities ETF position peaked at $252K in Q3 2022.
  • 238 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.