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

Endurance 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
2023 Q2	$18K	Hold	220	–	–	﹤0.01%	441
2023 Q1	$18K	Hold	220	–	–	﹤0.01%	451
2022 Q4	$19K	Hold	220	–	–	﹤0.01%	415
2022 Q3	$18K	Hold	220	–	–	﹤0.01%	418
2022 Q2	$19K	Hold	220	–	–	﹤0.01%	417
2022 Q1	$20K	Hold	220	–	–	﹤0.01%	442
2021 Q4	$19K	Hold	220	–	–	﹤0.01%	450
2021 Q3	$17K	Hold	220	–	–	﹤0.01%	474
2021 Q2	$17K	Hold	220	–	–	﹤0.01%	467
2021 Q1	$18K	Hold	220	–	–	﹤0.01%	462
2020 Q4	$17K	Hold	220	–	–	﹤0.01%	437
2020 Q3	$16K	Hold	220	–	–	﹤0.01%	423
2020 Q2	$15K	Hold	220	–	–	﹤0.01%	426
2020 Q1	$15K	Hold	220	–	–	﹤0.01%	387
2019 Q4	$18K	Hold	220	–	–	﹤0.01%	365
2019 Q3	$18K	Hold	220	–	–	﹤0.01%	366
2019 Q2	$17K	Hold	220	–	–	﹤0.01%	350
2019 Q1	$16K	Hold	220	–	–	﹤0.01%	348
2018 Q4	$15K	Hold	220	–	–	﹤0.01%	334
2018 Q3	$15K	Hold	220	–	–	﹤0.01%	367
2018 Q2	$15K	Hold	220	–	–	﹤0.01%	369
2018 Q1	$14K	Hold	220	–	–	﹤0.01%	400
2017 Q4	$15K	Hold	220	–	–	﹤0.01%	375
2017 Q3	$15K	Hold	220	–	–	﹤0.01%	368
2017 Q2	$14K	Hold	220	–	–	﹤0.01%	385
2017 Q1	$14K	Hold	220	–	–	﹤0.01%	384
2016 Q4	$13K	Hold	220	–	–	﹤0.01%	368
2016 Q3	$13K	Hold	220	–	–	﹤0.01%	373
2016 Q2	$14K	Hold	220	–	–	﹤0.01%	355
2016 Q1	$14K	Hold	220	–	–	﹤0.01%	360
2015 Q4	$12K	Hold	220	–	–	﹤0.01%	381
2015 Q3	$12K	Hold	220	–	–	﹤0.01%	381
2015 Q2	$11K	Buy	+220	New	+$12.1K	﹤0.01%	401

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Endurance Wealth Management's IDU Position: Q2 2023 in Review

Endurance Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q2 2023 at 220 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Endurance Wealth Management first reported a position in IDU in Q2 2015 and has held it in 33 quarters since. The position peaked at $20K in Q1 2022. 215 funds tracked by Wall St. Rank hold IDU as of Q2 2023.

Endurance Wealth Management held 220 shares of iShares US Utilities ETF worth $18K as of Q2 2023.
Endurance Wealth Management left its iShares US Utilities ETF share count unchanged in Q2 2023.
iShares US Utilities ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #441 holding.
Endurance Wealth Management first reported a position in iShares US Utilities ETF in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's iShares US Utilities ETF position peaked at $20K in Q1 2022.
215 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.