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Castle Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-2,090
Closed -$170K – 343
2022
Q3 		$170K Hold
2,090
– – 0.1% 112
2022
Q2 		$179K Buy
+2,090
New +$185K 0.1% 113

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 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

Castle Wealth Management's IDU Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares US Utilities ETF (IDU) in Q4 2022, closing a stake of 2,090 shares — an estimated $170K sold.

Castle Wealth Management first reported a position in IDU in Q2 2022 and held it in 2 quarters. The position peaked at $179K in Q2 2022. 238 funds tracked by Wall St. Rank hold IDU as of Q4 2022.

  • Castle Wealth Management reported no remaining iShares US Utilities ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 2,090 iShares US Utilities ETF shares in Q4 2022, an estimated $170K.
  • Castle Wealth Management first reported a position in iShares US Utilities ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's iShares US Utilities ETF position peaked at $179K in Q2 2022.
  • 238 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.