Annapolis Financial Services’s iShares US Utilities ETF IDU Stock Holding History

Annapolis Financial Services’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
2024 Q3	$99.4K	Hold	974	–	–	0.03%	118
2024 Q2	$85.6K	Hold	974	–	–	0.03%	123
2024 Q1	$82.3K	Hold	974	–	–	0.03%	122
2023 Q4	$77.9K	Hold	974	–	–	0.02%	167
2023 Q3	$71.7K	Hold	974	–	–	0.02%	165
2023 Q2	$79.6K	Hold	974	–	–	0.02%	157
2023 Q1	$81.5K	Hold	974	–	–	0.02%	149
2022 Q4	$84.3K	Hold	974	–	–	0.03%	144
2022 Q3	$79K	Hold	974	–	–	0.03%	149
2022 Q2	$83K	Hold	974	–	–	0.03%	146
2022 Q1	$89K	Hold	974	–	–	0.03%	154
2021 Q4	$86K	Hold	974	–	–	0.03%	154
2021 Q3	$77K	Hold	974	–	–	0.03%	147
2021 Q2	$76K	Hold	974	–	–	0.03%	142
2021 Q1	$77K	Hold	974	–	–	0.03%	138
2020 Q4	$76K	Buy	+974	New	+$75.9K	0.03%	130

Other funds holding IDU

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

DWM

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Annapolis Financial Services's IDU Position: Q3 2024 in Review

Annapolis Financial Services held its iShares US Utilities ETF (IDU) position steady in Q3 2024 at 974 shares worth $99.4K. The position accounts for 0.03% of the portfolio, ranked #118.

Annapolis Financial Services first reported a position in IDU in Q4 2020 and has held it in 16 quarters since. 256 funds tracked by Wall St. Rank hold IDU as of Q3 2024.

Annapolis Financial Services held 974 shares of iShares US Utilities ETF worth $99.4K as of Q3 2024.
Annapolis Financial Services left its iShares US Utilities ETF share count unchanged in Q3 2024.
iShares US Utilities ETF made up 0.03% of Annapolis Financial Services's portfolio in Q3 2024, its #118 holding.
Annapolis Financial Services first reported a position in iShares US Utilities ETF in Q4 2020 and has held it in 16 quarters since.
256 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.