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Heritage Financial Services’s iShares US Utilities ETF IDU Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-416
Closed -$35K – 251
2022
Q2 		$35K Buy
+416
New +$36.8K 0.02% 189

Other funds holding IDU

DWM
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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Heritage Financial Services's IDU Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares US Utilities ETF (IDU) in Q3 2022, closing a stake of 416 shares — an estimated $35K sold.

Heritage Financial Services first reported a position in IDU in Q2 2022 and held it in 1 quarter. The position peaked at $35K in Q2 2022. 222 funds tracked by Wall St. Rank hold IDU as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares US Utilities ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 416 iShares US Utilities ETF shares in Q3 2022, an estimated $35K.
  • Heritage Financial Services first reported a position in iShares US Utilities ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares US Utilities ETF position peaked at $35K in Q2 2022.
  • 222 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.