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American Portfolios Advisors’s iShares US Utilities ETF IDU Stock Holding History

American Portfolios Advisors’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 		$712K Sell
8,772
-610
-7% -$54.9K 0.03% 528
2022
Q2 		$803K Buy
9,382
+7,574
+419% +$669K 0.03% 491
2022
Q1 		$165K Buy
1,808
+1,460
+420% +$124K 0.01% 1258
2021
Q4 		$30.8K Buy
348
+1
+0.3% +$84 ﹤0.01% 2116
2021
Q3 		$27.4K Buy
347
+1
+0.3% +$83 ﹤0.01% 2117
2021
Q2 		$27.1K Sell
346
-91
-21% -$7.38K ﹤0.01% 2056
2021
Q1 		$34.7K Sell
437
-654
-60% -$50.4K ﹤0.01% 1768
2020
Q4 		$84.7K Buy
1,091
+385
+55% +$30K ﹤0.01% 1223
2020
Q3 		$51.5K Sell
706
-260
-27% -$19.1K ﹤0.01% 1309
2020
Q2 		$67.7K Buy
966
+80
+9% +$5.72K ﹤0.01% 1178
2020
Q1 		$61.2K Hold
886
– – 0.01% 1082
2019
Q4 		$71.8K Sell
886
-4,304
-83% -$343K 0.01% 1212
2019
Q3 		$423K Buy
5,190
+48
+0.9% +$3.73K 0.03% 446
2019
Q2 		$388K Buy
5,142
+4,316
+523% +$321K 0.03% 478
2019
Q1 		$60.8K Sell
826
-6,710
-89% -$473K 0.01% 1106
2018
Q4 		$506K Buy
7,536
+6,710
+812% +$462K 0.06% 278
2018
Q3 		$55.4K Sell
826
-600
-42% -$40.5K 0.01% 1060
2018
Q2 		$94.1K Hold
1,426
– – 0.01% 827
2018
Q1 		$90.9K Sell
1,426
-2,464
-63% -$155K 0.01% 790
2017
Q4 		$258K Buy
+3,890
New +$268K 0.04% 409

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 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 $659M AUM 41.82% 1-Year Est. Return

American Portfolios Advisors's IDU Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares US Utilities ETF (IDU) stake by 6.5% in Q3 2022, selling an estimated $54.9K and leaving 8,772 shares worth $712K. The position accounts for 0.03% of the portfolio, ranked #528.

American Portfolios Advisors first reported a position in IDU in Q4 2017 and has held it in 20 quarters since. The position peaked at $803K in Q2 2022. 222 funds tracked by Wall St. Rank hold IDU as of Q3 2022.

  • American Portfolios Advisors held 8,772 shares of iShares US Utilities ETF worth $712K as of Q3 2022.
  • American Portfolios Advisors sold 610 iShares US Utilities ETF shares in Q3 2022, an estimated $54.9K.
  • iShares US Utilities ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #528 holding.
  • American Portfolios Advisors first reported a position in iShares US Utilities ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares US Utilities ETF position peaked at $803K in Q2 2022.
  • 222 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.