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Crumly & Associates’s iShares US Utilities ETF IDU Stock Holding History

Crumly & Associates’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
-40,548
Closed -$4.14M – 157
2024
Q3 		$4.14M Buy
+40,548
New +$3.84M 1.14% 33

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

Crumly & Associates's IDU Position: Q4 2024 in Review

Crumly & Associates sold out of iShares US Utilities ETF (IDU) in Q4 2024, closing a stake of 40,548 shares — an estimated $4.14M sold.

Crumly & Associates first reported a position in IDU in Q3 2024 and held it in 1 quarter. The position peaked at $4.14M in Q3 2024. 271 funds tracked by Wall St. Rank hold IDU as of Q4 2024.

  • Crumly & Associates reported no remaining iShares US Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Crumly & Associates sold 40,548 iShares US Utilities ETF shares in Q4 2024, an estimated $4.14M.
  • Crumly & Associates first reported a position in iShares US Utilities ETF in Q3 2024 and held it in 1 quarter.
  • Crumly & Associates's iShares US Utilities ETF position peaked at $4.14M in Q3 2024.
  • 271 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2024.

Based on Crumly & Associates's 13F filing for Q4 2024, filed 3 Feb 2025.