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BDO Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

BDO Wealth 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
2023
Q2 		$239K Hold
2,927
– – 0.03% 242
2023
Q1 		$245K Sell
2,927
-1
-0% -$83 0.03% 232
2022
Q4 		$253K Hold
2,928
– – 0.03% 232
2022
Q3 		$238K Hold
2,928
– – 0.03% 231
2022
Q2 		$251K Hold
2,928
– – 0.03% 231
2022
Q1 		$266K Hold
2,928
– – 0.03% 235
2021
Q4 		$259K Sell
2,928
-3
-0.1% -$251 0.03% 250
2021
Q3 		$231K Buy
2,931
+250
+9% +$20.6K 0.03% 263
2021
Q2 		$210K Sell
2,681
-60
-2% -$4.87K 0.02% 283
2021
Q1 		$218K Sell
2,741
-35
-1% -$2.69K 0.03% 277
2020
Q4 		$215K Sell
2,776
-80
-3% -$6.23K 0.03% 227
2020
Q3 		$209K Sell
2,856
-330
-10% -$24.2K 0.03% 216
2020
Q2 		$223K Sell
3,186
-364
-10% -$26K 0.04% 204
2020
Q1 		$245K Buy
3,550
+130
+4% +$10.4K 0.05% 185
2019
Q4 		$277K Buy
3,420
+60
+2% +$4.78K 0.07% 162
2019
Q3 		$274K Sell
3,360
-100
-3% -$7.78K 0.07% 165
2019
Q2 		$261K Buy
3,460
+50
+1% +$3.71K 0.07% 163
2019
Q1 		$251K Buy
3,410
+500
+17% +$35.3K 0.07% 152
2018
Q4 		$195K Hold
2,910
– – 0.07% 151
2018
Q3 		$195K Buy
2,910
+220
+8% +$14.8K 0.06% 160
2018
Q2 		$177K Hold
2,690
– – 0.06% 164
2018
Q1 		$171K Sell
2,690
-1,010
-27% -$63.6K 0.06% 137
2017
Q4 		$246K Sell
3,700
-50
-1% -$3.44K 0.11% 100
2017
Q3 		$249K Hold
3,750
– – 0.12% 93
2017
Q2 		$244K Buy
+3,750
New +$246K 0.11% 117

Other funds holding IDU

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BDO Wealth Advisors's IDU Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Utilities ETF (IDU) position steady in Q2 2023 at 2,927 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #242.

BDO Wealth Advisors first reported a position in IDU in Q2 2017 and has held it in 25 quarters since. The position peaked at $277K in Q4 2019. 215 funds tracked by Wall St. Rank hold IDU as of Q2 2023.

  • BDO Wealth Advisors held 2,927 shares of iShares US Utilities ETF worth $239K as of Q2 2023.
  • BDO Wealth Advisors left its iShares US Utilities ETF share count unchanged in Q2 2023.
  • iShares US Utilities ETF made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #242 holding.
  • BDO Wealth Advisors first reported a position in iShares US Utilities ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares US Utilities ETF position peaked at $277K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.