Householder Group Estate & Retirement Specialist’s iShares US Utilities ETF IDU Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q3	–	Sell	-702	Closed	-$61K	–	1236
2024 Q2	$61K	Buy	702 +3	+0.4%	+$264	0.02%	447
2024 Q1	$59.1K	Buy	699 +4	+0.6%	+$319	0.02%	445
2023 Q4	$55K	Buy	695 +12	+2%	+$919	0.02%	445
2023 Q3	$50.3K	Buy	+683	New	+$54.8K	0.02%	444
2023 Q1	$124K	Buy	+1,476	New	+$123K	0.05%	261
2022 Q4	–	Sell	-2,041	Closed	-$165K	–	672
2022 Q3	$165K	Buy	+2,041	New	+$184K	0.07%	198

Other funds holding IDU

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IDU Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares US Utilities ETF (IDU) in Q3 2024, closing a stake of 702 shares — an estimated $61K sold.

Householder Group Estate & Retirement Specialist first reported a position in IDU in Q3 2022 and held it in 6 quarters. The position peaked at $165K in Q3 2022. 256 funds tracked by Wall St. Rank hold IDU as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares US Utilities ETF position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 702 iShares US Utilities ETF shares in Q3 2024, an estimated $61K.
Householder Group Estate & Retirement Specialist first reported a position in iShares US Utilities ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's iShares US Utilities ETF position peaked at $165K in Q3 2022.
256 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.