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

Darwin 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
2020
Q2 		– Sell
-646
Closed -$44K – 419
2020
Q1 		$44K Buy
+646
New +$51.5K 0.01% 260

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LPL Financial
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Envestnet Asset Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Darwin Wealth Management's IDU Position: Q2 2020 in Review

Darwin Wealth Management sold out of iShares US Utilities ETF (IDU) in Q2 2020, closing a stake of 646 shares — an estimated $44K sold.

Darwin Wealth Management first reported a position in IDU in Q1 2020 and held it in 1 quarter. The position peaked at $44K in Q1 2020. 184 funds tracked by Wall St. Rank hold IDU as of Q2 2020.

  • Darwin Wealth Management reported no remaining iShares US Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 646 iShares US Utilities ETF shares in Q2 2020, an estimated $44K.
  • Darwin Wealth Management first reported a position in iShares US Utilities ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's iShares US Utilities ETF position peaked at $44K in Q1 2020.
  • 184 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.