Garden State Investment Advisory Services’s iShares US Utilities ETF IDU Stock Holding History

Garden State Investment Advisory Services’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 Q1	–	Sell	-2,651	Closed	-$212K	–	260
2023 Q4	$212K	Sell	2,651 -513	-16%	-$39.3K	0.08%	194
2023 Q3	$233K	Sell	3,164 -950	-23%	-$76.2K	0.11%	162
2023 Q2	$336K	Buy	4,114 +3	+0.1%	+$250	0.13%	130
2023 Q1	$344K	Buy	4,111 +2	+0%	+$167	0.15%	122
2022 Q4	$356K	Buy	+4,109	New	+$345K	0.21%	110

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Garden State Investment Advisory Services's IDU Position: Q1 2024 in Review

Garden State Investment Advisory Services sold out of iShares US Utilities ETF (IDU) in Q1 2024, closing a stake of 2,651 shares — an estimated $212K sold.

Garden State Investment Advisory Services first reported a position in IDU in Q4 2022 and held it in 5 quarters. The position peaked at $356K in Q4 2022. 206 funds tracked by Wall St. Rank hold IDU as of Q1 2024.

Garden State Investment Advisory Services reported no remaining iShares US Utilities ETF position as of Q1 2024 after selling out during the quarter.
Garden State Investment Advisory Services sold 2,651 iShares US Utilities ETF shares in Q1 2024, an estimated $212K.
Garden State Investment Advisory Services first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 5 quarters.
Garden State Investment Advisory Services's iShares US Utilities ETF position peaked at $356K in Q4 2022.
206 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2024.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.