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

Alterna 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
Q1 		– Sell
-2,440
Closed -$211K – 120
2022
Q4 		$211K Buy
+2,440
New +$205K 0.24% 85
2022
Q3 		– Sell
-3,293
Closed -$282K – 94
2022
Q2 		$282K Hold
3,293
– – 0.29% 60
2022
Q1 		$300K Sell
3,293
-254
-7% -$21.6K 0.25% 63
2021
Q4 		$314K Buy
+3,547
New +$297K 0.26% 64

Other funds holding IDU

DWM
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 22.96% 1-Year Est. Return
Royal Bank of Canada
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)
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

Alterna Wealth Management's IDU Position: Q1 2023 in Review

Alterna Wealth Management sold out of iShares US Utilities ETF (IDU) in Q1 2023, closing a stake of 2,440 shares — an estimated $211K sold.

Alterna Wealth Management first reported a position in IDU in Q4 2021 and held it in 4 quarters. The position peaked at $314K in Q4 2021. 218 funds tracked by Wall St. Rank hold IDU as of Q1 2023.

  • Alterna Wealth Management reported no remaining iShares US Utilities ETF position as of Q1 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 2,440 iShares US Utilities ETF shares in Q1 2023, an estimated $211K.
  • Alterna Wealth Management first reported a position in iShares US Utilities ETF in Q4 2021 and held it in 4 quarters.
  • Alterna Wealth Management's iShares US Utilities ETF position peaked at $314K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2023.

Based on Alterna Wealth Management's 13F filing for Q1 2023, filed 26 May 2023.