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IAG Wealth Partners’s iShares US Utilities ETF IDU Stock Holding History

IAG Wealth Partners’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
2020
Q4 		– Sell
-200
Closed -$15K – 358
2020
Q3 		$15K Sell
200
-104
-34% -$7.63K 0.01% 182
2020
Q2 		$22K Hold
304
– – 0.01% 159
2020
Q1 		$21K Buy
+304
New +$24.3K 0.01% 146

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IAG Wealth Partners's IDU Position: Q4 2020 in Review

IAG Wealth Partners sold out of iShares US Utilities ETF (IDU) in Q4 2020, closing a stake of 200 shares — an estimated $15K sold.

IAG Wealth Partners first reported a position in IDU in Q1 2020 and held it in 3 quarters. The position peaked at $22K in Q2 2020. 187 funds tracked by Wall St. Rank hold IDU as of Q4 2020.

  • IAG Wealth Partners reported no remaining iShares US Utilities ETF position as of Q4 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 200 iShares US Utilities ETF shares in Q4 2020, an estimated $15K.
  • IAG Wealth Partners first reported a position in iShares US Utilities ETF in Q1 2020 and held it in 3 quarters.
  • IAG Wealth Partners's iShares US Utilities ETF position peaked at $22K in Q2 2020.
  • 187 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2020.

Based on IAG Wealth Partners's 13F filing for Q4 2020, filed 11 Feb 2021.