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Gimbal Financial’s iShares US Utilities ETF IDU Stock Holding History

Gimbal Financial’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
Q4 		– Sell
-77,247
Closed -$7.96M – 51
2024
Q3 		$7.96M Buy
+77,247
New +$7.31M 5.17% 6
2024
Q2 		– Sell
-41,308
Closed -$3.49M – 45
2024
Q1 		$3.49M Buy
+41,308
New +$3.29M 2.86% 8

Other funds holding IDU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gimbal Financial's IDU Position: Q4 2024 in Review

Gimbal Financial sold out of iShares US Utilities ETF (IDU) in Q4 2024, closing a stake of 77,247 shares — an estimated $7.96M sold.

Gimbal Financial first reported a position in IDU in Q1 2024 and held it in 2 quarters. The position peaked at $7.96M in Q3 2024. 271 funds tracked by Wall St. Rank hold IDU as of Q4 2024.

  • Gimbal Financial reported no remaining iShares US Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Gimbal Financial sold 77,247 iShares US Utilities ETF shares in Q4 2024, an estimated $7.96M.
  • Gimbal Financial first reported a position in iShares US Utilities ETF in Q1 2024 and held it in 2 quarters.
  • Gimbal Financial's iShares US Utilities ETF position peaked at $7.96M in Q3 2024.
  • 271 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2024.

Based on Gimbal Financial's 13F filing for Q4 2024, filed 3 Feb 2025.