ICA Group Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

ICA Group Wealth Management’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 Q2	$24.6K	Sell	280 -35	-11%	-$3.08K	0.01%	329
2024 Q1	$26.6K	Hold	315	–	–	0.01%	690
2023 Q4	$25.2K	Buy	+315	New	+$24.1K	0.01%	661
2023 Q3	–	Sell	-695	Closed	-$56.8K	–	677
2023 Q2	$56.8K	Hold	695	–	–	0.01%	468
2023 Q1	$58.2K	Sell	695 -15	-2%	-$1.25K	0.01%	455
2022 Q4	$60.3K	Buy	+710	New	+$59.6K	0.01%	474

Other funds holding IDU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

ICA Group Wealth Management's IDU Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares US Utilities ETF (IDU) stake by 11% in Q2 2024, selling an estimated $3.08K and leaving 280 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #329.

ICA Group Wealth Management first reported a position in IDU in Q4 2022 and has held it in 6 quarters since. The position peaked at $60.3K in Q4 2022. 236 funds tracked by Wall St. Rank hold IDU as of Q2 2024.

ICA Group Wealth Management held 280 shares of iShares US Utilities ETF worth $24.6K as of Q2 2024.
ICA Group Wealth Management sold 35 iShares US Utilities ETF shares in Q2 2024, an estimated $3.08K.
iShares US Utilities ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #329 holding.
ICA Group Wealth Management first reported a position in iShares US Utilities ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's iShares US Utilities ETF position peaked at $60.3K in Q4 2022.
236 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.