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Argent Financial Group’s iShares US Utilities ETF IDU Stock Holding History

Argent Financial Group’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 		$261K Buy
+2,558
New +$242K 0.03% 276

Other funds holding IDU

HSBC Holdings
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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 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

Argent Financial Group's IDU Position: Q3 2024 in Review

Argent Financial Group opened a new position in iShares US Utilities ETF (IDU) in Q3 2024: 2,558 shares worth $261K. The stake represents 0.03% of the portfolio and ranks #276 among its holdings.

256 funds tracked by Wall St. Rank hold IDU as of Q3 2024.

  • Argent Financial Group held 2,558 shares of iShares US Utilities ETF worth $261K as of Q3 2024.
  • iShares US Utilities ETF was a new Argent Financial Group position in Q3 2024.
  • iShares US Utilities ETF made up 0.03% of Argent Financial Group's portfolio in Q3 2024, its #276 holding.
  • 256 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.