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

Flagstar 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
2022
Q4 		– Sell
-629
Closed -$51K – 202
2022
Q3 		$51K Buy
+629
New +$56.6K 0.02% 199
2021
Q4 		– Sell
-687
Closed -$54K – 173
2021
Q3 		$54K Buy
+687
New +$56.7K 0.02% 166

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Flagstar Advisors's IDU Position: Q4 2022 in Review

Flagstar Advisors sold out of iShares US Utilities ETF (IDU) in Q4 2022, closing a stake of 629 shares — an estimated $51K sold.

Flagstar Advisors first reported a position in IDU in Q3 2021 and held it in 2 quarters. The position peaked at $54K in Q3 2021. 238 funds tracked by Wall St. Rank hold IDU as of Q4 2022.

  • Flagstar Advisors reported no remaining iShares US Utilities ETF position as of Q4 2022 after selling out during the quarter.
  • Flagstar Advisors sold 629 iShares US Utilities ETF shares in Q4 2022, an estimated $51K.
  • Flagstar Advisors first reported a position in iShares US Utilities ETF in Q3 2021 and held it in 2 quarters.
  • Flagstar Advisors's iShares US Utilities ETF position peaked at $54K in Q3 2021.
  • 238 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2022.

Based on Flagstar Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.