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Callan Family Office’s iShares US Utilities ETF IDU Stock Holding History

Callan Family Office’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 		– Sell
-2,100
Closed -$214K – 630
2024
Q3 		$214K Buy
+2,100
New +$199K 0.04% 175

Other funds holding IDU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $969M AUM 20.69% 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

Callan Family Office's IDU Position: Q4 2024 in Review

Callan Family Office sold out of iShares US Utilities ETF (IDU) in Q4 2024, closing a stake of 2,100 shares — an estimated $214K sold.

Callan Family Office first reported a position in IDU in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 271 funds tracked by Wall St. Rank hold IDU as of Q4 2024.

  • Callan Family Office reported no remaining iShares US Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Callan Family Office sold 2,100 iShares US Utilities ETF shares in Q4 2024, an estimated $214K.
  • Callan Family Office first reported a position in iShares US Utilities ETF in Q3 2024 and held it in 1 quarter.
  • Callan Family Office's iShares US Utilities ETF position peaked at $214K in Q3 2024.
  • 271 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2024.

Based on Callan Family Office's 13F filing for Q4 2024, filed 7 Feb 2025.