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IBEX Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

IBEX Wealth Advisors’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
Q4 		– Sell
-205
Closed -$16K – 297
2021
Q3 		$16K Buy
+205
New +$16.9K ﹤0.01% 330
2019
Q3 		– Sell
-192
Closed -$14K – 207
2019
Q2 		$14K Buy
+192
New +$14.3K ﹤0.01% 304
2017
Q1 		– Sell
-278
Closed -$17K – 203
2016
Q4 		$17K Buy
+278
New +$16.6K 0.01% 237

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
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
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IBEX Wealth Advisors's IDU Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q4 2021, closing a stake of 205 shares — an estimated $16K sold.

IBEX Wealth Advisors first reported a position in IDU in Q4 2016 and held it in 3 quarters. The position peaked at $17K in Q4 2016. 198 funds tracked by Wall St. Rank hold IDU as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 205 iShares US Utilities ETF shares in Q4 2021, an estimated $16K.
  • IBEX Wealth Advisors first reported a position in iShares US Utilities ETF in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's iShares US Utilities ETF position peaked at $17K in Q4 2016.
  • 198 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.