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Financial Architects (New Jersey)’s iShares US Utilities ETF IDU Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-1,234
Closed -$86K – 482
2020
Q2 		$86K Sell
1,234
-710
-37% -$50.8K 0.02% 343
2020
Q1 		$134K Sell
1,944
-70
-3% -$5.58K 0.04% 272
2019
Q4 		$163K Buy
2,014
+16
+0.8% +$1.28K 0.04% 265
2019
Q3 		$163K Hold
1,998
– – 0.04% 261
2019
Q2 		$151K Buy
1,998
+8
+0.4% +$594 0.03% 303
2019
Q1 		$147K Buy
1,990
+10
+0.5% +$705 0.03% 368
2018
Q4 		$133K Buy
1,980
+814
+70% +$56.1K 0.03% 344
2018
Q3 		$78K Buy
1,166
+10
+0.9% +$675 0.01% 529
2018
Q2 		$76K Sell
1,156
-394
-25% -$25.2K 0.01% 464
2018
Q1 		$99K Buy
1,550
+12
+0.8% +$755 0.02% 456
2017
Q4 		$102K Buy
1,538
+18
+1% +$1.24K 0.02% 484
2017
Q3 		$101K Buy
1,520
+10
+0.7% +$672 0.02% 500
2017
Q2 		$98K Hold
1,510
– – 0.02% 487
2017
Q1 		$97K Buy
1,510
+12
+0.8% +$751 0.02% 482
2016
Q4 		$91K Buy
1,498
+24
+2% +$1.44K 0.02% 424
2016
Q3 		$90K Hold
1,474
– – 0.02% 418
2016
Q2 		$97K Buy
1,474
+12
+0.8% +$740 0.03% 381
2016
Q1 		$90K Buy
+1,462
New +$84.1K 0.03% 299
2015
Q2 		– Sell
-638
Closed -$36K – 1233
2015
Q1 		$36K Buy
638
+16
+3% +$928 0.01% 457
2014
Q4 		$37K Buy
+622
New +$35.3K 0.02% 399
2014
Q3 		– Sell
-446
Closed -$25K – 943
2014
Q2 		$25K Buy
+446
New +$23.8K 0.01% 454
2013
Q4 		– Sell
-2,178
Closed -$102K – 339
2013
Q3 		$102K Buy
2,178
+578
+36% +$27.7K 0.07% 180
2013
Q2 		$76K Buy
+1,600
New +$78.1K 0.06% 196

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Architects (New Jersey)'s IDU Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares US Utilities ETF (IDU) in Q3 2020, closing a stake of 1,234 shares — an estimated $86K sold.

Financial Architects (New Jersey) first reported a position in IDU in Q2 2013 and held it in 23 quarters. The position peaked at $163K in Q4 2019. 175 funds tracked by Wall St. Rank hold IDU as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining iShares US Utilities ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,234 iShares US Utilities ETF shares in Q3 2020, an estimated $86K.
  • Financial Architects (New Jersey) first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 23 quarters.
  • Financial Architects (New Jersey)'s iShares US Utilities ETF position peaked at $163K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.