GT
IDU icon

Glenview Trust’s iShares US Utilities ETF IDU Stock Holding History

Glenview Trust’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
2021
Q2 		– Sell
-2,560
Closed -$203K – 415
2021
Q1 		$203K Sell
2,560
-100
-4% -$7.7K 0.01% 382
2020
Q4 		$207K Sell
2,660
-80
-3% -$6.23K 0.01% 335
2020
Q3 		$200K Sell
2,740
-768
-22% -$56.3K 0.01% 325
2020
Q2 		$245K Buy
+3,508
New +$251K 0.01% 299

Other funds holding IDU

KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Glenview Trust's IDU Position: Q2 2021 in Review

Glenview Trust sold out of iShares US Utilities ETF (IDU) in Q2 2021, closing a stake of 2,560 shares — an estimated $203K sold.

Glenview Trust first reported a position in IDU in Q2 2020 and held it in 4 quarters. The position peaked at $245K in Q2 2020. 186 funds tracked by Wall St. Rank hold IDU as of Q2 2021.

  • Glenview Trust reported no remaining iShares US Utilities ETF position as of Q2 2021 after selling out during the quarter.
  • Glenview Trust sold 2,560 iShares US Utilities ETF shares in Q2 2021, an estimated $203K.
  • Glenview Trust first reported a position in iShares US Utilities ETF in Q2 2020 and held it in 4 quarters.
  • Glenview Trust's iShares US Utilities ETF position peaked at $245K in Q2 2020.
  • 186 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2021.

Based on Glenview Trust's 13F filing for Q2 2021, filed 11 Aug 2021.