CA
IDU icon

Cetera Advisors’s iShares US Utilities ETF IDU Stock Holding History

Cetera 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
Q1 		$821K Buy
+9,710
New +$774K 0.01% 1258
2023
Q2 		– Sell
-2,526
Closed -$211K – 1708
2023
Q1 		$211K Sell
2,526
-452
-15% -$37.7K ﹤0.01% 1466
2022
Q4 		$258K Sell
2,978
-581
-16% -$48.8K ﹤0.01% 1317
2022
Q3 		$289K Sell
3,559
-17,757
-83% -$1.6M 0.01% 992
2022
Q2 		$1.82M Sell
21,316
-729
-3% -$64.4K 0.04% 400
2022
Q1 		$2.01M Buy
22,045
+9,729
+79% +$827K 0.04% 420
2021
Q4 		$1.09M Sell
12,316
-598
-5% -$50K 0.02% 569
2021
Q3 		$1.02M Buy
12,914
+1,550
+14% +$128K 0.02% 611
2021
Q2 		$892K Buy
11,364
+48
+0.4% +$3.89K 0.02% 587
2021
Q1 		$900K Buy
11,316
+244
+2% +$18.8K 0.02% 521
2020
Q4 		$859K Sell
11,072
-188
-2% -$14.6K 0.03% 461
2020
Q3 		$822K Sell
11,260
-4,894
-30% -$359K 0.03% 417
2020
Q2 		$1.13M Sell
16,154
-3,884
-19% -$278K 0.05% 338
2020
Q1 		$1.38M Sell
20,038
-2,906
-13% -$232K 0.07% 260
2019
Q4 		$1.86M Sell
22,944
-3,676
-14% -$293K 0.08% 247
2019
Q3 		$2.16M Buy
26,620
+2,640
+11% +$205K 0.1% 208
2019
Q2 		$1.82M Buy
23,980
+3,768
+19% +$280K 0.08% 234
2019
Q1 		$1.49M Sell
20,212
-1,006
-5% -$70.9K 0.07% 259
2018
Q4 		$1.42M Buy
21,218
+16,200
+323% +$1.12M 0.08% 238
2018
Q3 		$336K Sell
5,018
-13,380
-73% -$903K 0.02% 690
2018
Q2 		$1.22M Buy
18,398
+430
+2% +$27.5K 0.07% 279
2018
Q1 		$1.15M Sell
17,968
-2,810
-14% -$177K 0.07% 282
2017
Q4 		$1.39M Sell
20,778
-890
-4% -$61.2K 0.08% 232
2017
Q3 		$1.45M Sell
21,668
-1,620
-7% -$109K 0.09% 246
2017
Q2 		$1.52M Sell
23,288
-712
-3% -$46.8K 0.1% 231
2017
Q1 		$1.55M Sell
24,000
-2,074
-8% -$130K 0.1% 214
2016
Q4 		$1.58M Sell
26,074
-1,040
-4% -$62.3K 0.12% 184
2016
Q3 		$1.66M Buy
27,114
+16
+0.1% +$1.01K 0.13% 162
2016
Q2 		$1.78M Buy
27,098
+2,306
+9% +$142K 0.14% 163
2016
Q1 		$1.53M Buy
24,792
+988
+4% +$56.8K 0.13% 179
2015
Q4 		$1.29M Buy
23,804
+1,014
+4% +$55K 0.11% 209
2015
Q3 		$1.23M Buy
22,790
+406
+2% +$21.8K 0.12% 194
2015
Q2 		$1.16M Buy
22,384
+1,732
+8% +$95.2K 0.1% 225
2015
Q1 		$1.15M Buy
20,652
+760
+4% +$44.1K 0.11% 219
2014
Q4 		$1.18M Sell
19,892
-172
-0.9% -$9.76K 0.11% 206
2014
Q3 		$1.05M Sell
20,064
-1,858
-8% -$98.9K 0.08% 208
2014
Q2 		$1.22M Buy
21,922
+12,294
+128% +$657K 0.14% 183
2014
Q1 		$501K Buy
9,628
+1,114
+13% +$55.3K 0.07% 310
2013
Q4 		$410K Buy
8,514
+210
+3% +$10.1K 0.06% 324
2013
Q3 		$390K Buy
8,304
+130
+2% +$6.22K 0.07% 272
2013
Q2 		$386K Buy
+8,174
New +$399K 0.08% 259

Other funds holding IDU

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Advisors's IDU Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares US Utilities ETF (IDU) in Q1 2024: 9,710 shares worth $821K. The stake represents 0.01% of the portfolio and ranks #1258 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IDU as recently as Q1 2023.

Cetera Advisors first reported a position in IDU in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.16M in Q3 2019. 206 funds tracked by Wall St. Rank hold IDU as of Q1 2024.

  • Cetera Advisors held 9,710 shares of iShares US Utilities ETF worth $821K as of Q1 2024.
  • iShares US Utilities ETF was a new Cetera Advisors position in Q1 2024.
  • iShares US Utilities ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1258 holding.
  • Cetera Advisors first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 41 quarters since.
  • Cetera Advisors's iShares US Utilities ETF position peaked at $2.16M in Q3 2019.
  • 206 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.