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Bison Wealth’s iShares US Utilities ETF IDU Stock Holding History

Bison Wealth’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
Q4 		$378K Sell
3,931
-828
-17% -$83.4K 0.08% 187
2024
Q3 		$486K Sell
4,759
-355
-7% -$33.6K 0.08% 240
2024
Q2 		$432K Hold
5,114
– – 0.07% 266
2024
Q1 		$432K Sell
5,114
-128
-2% -$10.2K 0.07% 266
2023
Q4 		$419K Sell
5,242
-552
-10% -$42.3K 0.07% 258
2023
Q3 		$426K Hold
5,794
– – 0.08% 241
2023
Q2 		$474K Sell
5,794
-14
-0.2% -$1.17K 0.09% 226
2023
Q1 		$493K Buy
5,808
+225
+4% +$18.8K 0.15% 152
2022
Q4 		$471K Buy
5,583
+10
+0.2% +$839 0.15% 162
2022
Q3 		$452K Buy
5,573
+550
+11% +$49.5K 0.18% 145
2022
Q2 		$430K Sell
5,023
-64
-1% -$5.66K 0.25% 109
2022
Q1 		$463K Sell
5,087
-183
-3% -$15.6K 0.24% 113
2021
Q4 		$466K Buy
5,270
+8
+0.2% +$669 0.27% 98
2021
Q3 		$415K Buy
5,262
+11
+0.2% +$908 0.19% 139
2021
Q2 		$412K Buy
5,251
+101
+2% +$8.19K 0.18% 144
2021
Q1 		$410K Sell
5,150
-643
-11% -$49.5K 0.18% 151
2020
Q4 		$450K Buy
5,793
+7
+0.1% +$545 0.21% 116
2020
Q3 		$422K Sell
5,786
-106
-2% -$7.78K 0.25% 103
2020
Q2 		$413K Sell
5,892
-126
-2% -$9.01K 0.26% 102
2020
Q1 		$416K Buy
6,018
+108
+2% +$8.62K 0.3% 94
2019
Q4 		$479K Buy
5,910
+1,094
+23% +$87.2K 0.23% 117
2019
Q3 		$392K Buy
4,816
+250
+5% +$19.4K 0.22% 128
2019
Q2 		$344K Buy
4,566
+1,540
+51% +$114K 0.2% 141
2019
Q1 		$223K Buy
+3,026
New +$213K 0.14% 190

Other funds holding IDU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bison Wealth's IDU Position: Q4 2024 in Review

Bison Wealth reduced its iShares US Utilities ETF (IDU) stake by 17% in Q4 2024, selling an estimated $83.4K and leaving 3,931 shares worth $378K. The position accounts for 0.08% of the portfolio, ranked #187.

Bison Wealth first reported a position in IDU in Q1 2019 and has held it in 24 quarters since. The position peaked at $493K in Q1 2023. 271 funds tracked by Wall St. Rank hold IDU as of Q4 2024.

  • Bison Wealth held 3,931 shares of iShares US Utilities ETF worth $378K as of Q4 2024.
  • Bison Wealth sold 828 iShares US Utilities ETF shares in Q4 2024, an estimated $83.4K.
  • iShares US Utilities ETF made up 0.08% of Bison Wealth's portfolio in Q4 2024, its #187 holding.
  • Bison Wealth first reported a position in iShares US Utilities ETF in Q1 2019 and has held it in 24 quarters since.
  • Bison Wealth's iShares US Utilities ETF position peaked at $493K in Q1 2023.
  • 271 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.