GI
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Gradient Investments’s iShares US Utilities ETF IDU Stock Holding History

Gradient Investments’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 		– Hold
0
– – – 1194
2020
Q1 		– Sell
-100
Closed -$8K – 1152
2019
Q4 		$8K Hold
100
– – ﹤0.01% 747
2019
Q3 		$8K Sell
100
-340
-77% -$26.4K ﹤0.01% 706
2019
Q2 		$33K Buy
440
+340
+340% +$25.2K ﹤0.01% 432
2019
Q1 		$7K Hold
100
– – ﹤0.01% 605
2018
Q4 		$7K Buy
100
+40
+67% +$2.75K ﹤0.01% 652
2018
Q3 		$3K Sell
60
-40
-40% -$2.7K ﹤0.01% 803
2018
Q2 		$7K Hold
100
– – ﹤0.01% 669
2018
Q1 		$6K Hold
100
– – ﹤0.01% 697
2017
Q4 		$7K Buy
+100
New +$6.88K ﹤0.01% 646
2017
Q3 		– Sell
-100
Closed -$7K – 449
2017
Q2 		$7K Hold
100
– – ﹤0.01% 532
2017
Q1 		$6K Hold
100
– – ﹤0.01% 583
2016
Q4 		$6K Hold
100
– – ﹤0.01% 523
2016
Q3 		$6K Sell
100
-60
-38% -$3.81K ﹤0.01% 511
2016
Q2 		$11K Sell
160
-158
-50% -$9.74K ﹤0.01% 419
2016
Q1 		$20K Sell
318
-178
-36% -$10.2K ﹤0.01% 350
2015
Q4 		$27K Hold
496
– – ﹤0.01% 297
2015
Q3 		$27K Buy
496
+100
+25% +$5.37K ﹤0.01% 280
2015
Q2 		$21K Buy
+396
New +$21.8K ﹤0.01% 306

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's IDU Position: Q1 2024 in Review

Gradient Investments held its iShares US Utilities ETF (IDU) position steady in Q1 2024 at 0 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Gradient Investments first reported a position in IDU in Q2 2015 and has held it in 18 quarters since. The position peaked at $33K in Q2 2019. 206 funds tracked by Wall St. Rank hold IDU as of Q1 2024.

  • Gradient Investments held 0 shares of iShares US Utilities ETF worth $18 as of Q1 2024.
  • Gradient Investments left its iShares US Utilities ETF share count unchanged in Q1 2024.
  • iShares US Utilities ETF made up ﹤0.01% of Gradient Investments's portfolio in Q1 2024, its #1194 holding.
  • Gradient Investments first reported a position in iShares US Utilities ETF in Q2 2015 and has held it in 18 quarters since.
  • Gradient Investments's iShares US Utilities ETF position peaked at $33K in Q2 2019.
  • 206 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.