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Capital Performance Advisors’s iShares US Utilities ETF IDU Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-8
Closed -$816 – 1321
2024
Q3 		$816 Buy
+8
New +$757 ﹤0.01% 2013

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

Capital Performance Advisors's IDU Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares US Utilities ETF (IDU) in Q4 2024, closing a stake of 8 shares — an estimated $816 sold.

Capital Performance Advisors first reported a position in IDU in Q3 2024 and held it in 1 quarter. The position peaked at $816 in Q3 2024. 271 funds tracked by Wall St. Rank hold IDU as of Q4 2024.

  • Capital Performance Advisors reported no remaining iShares US Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 8 iShares US Utilities ETF shares in Q4 2024, an estimated $816.
  • Capital Performance Advisors first reported a position in iShares US Utilities ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's iShares US Utilities ETF position peaked at $816 in Q3 2024.
  • 271 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.