Certified Advisory Corp’s iShares US Utilities ETF IDU Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-919	Closed	-$73K	–	448
2021 Q1	$73K	Buy	+919	New	+$70.8K	0.02%	295
2020 Q2	$63K	Buy	898 +6	+0.7%	+$429	0.02%	269
2020 Q1	$62K	Buy	892 +8	+0.9%	+$638	0.02%	247
2019 Q4	$72K	Buy	884 +6	+0.7%	+$478	0.02%	269
2019 Q3	$72K	Buy	878 +6	+0.7%	+$467	0.03%	269
2019 Q2	$66K	Buy	872 +6	+0.7%	+$446	0.02%	278
2019 Q1	$64K	Buy	866 +6	+0.7%	+$423	0.03%	268
2018 Q4	$58K	Buy	860 +12	+1%	+$826	0.03%	255
2018 Q3	$57K	Buy	848 +6	+0.7%	+$405	0.03%	278
2018 Q2	$56K	Hold	842	–	–	0.03%	265
2018 Q1	$53K	Buy	842 +8	+1%	+$504	0.03%	258
2017 Q4	$55K	Buy	+834	New	+$57.4K	0.04%	223

Other funds holding IDU

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Certified Advisory Corp's IDU Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares US Utilities ETF (IDU) in Q2 2021, closing a stake of 919 shares — an estimated $73K sold.

Certified Advisory Corp first reported a position in IDU in Q4 2017 and held it in 12 quarters. The position peaked at $73K in Q1 2021. 186 funds tracked by Wall St. Rank hold IDU as of Q2 2021.

Certified Advisory Corp reported no remaining iShares US Utilities ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 919 iShares US Utilities ETF shares in Q2 2021, an estimated $73K.
Certified Advisory Corp first reported a position in iShares US Utilities ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares US Utilities ETF position peaked at $73K in Q1 2021.
186 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.