Industrial Alliance Investment Management’s iShares US Utilities ETF IDU Stock Holding History

Industrial Alliance Investment 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
2023 Q3	–	Sell	-1,299	Closed	-$106K	–	79
2023 Q2	$106K	Sell	1,299 -2,431	-65%	-$202K	0.06%	107
2023 Q1	$312K	Buy	3,730 +2,813	+307%	+$235K	0.01%	396
2022 Q4	$79K	Buy	+917	New	+$77K	﹤0.01%	384

Other funds holding IDU

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Industrial Alliance Investment Management's IDU Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of iShares US Utilities ETF (IDU) in Q3 2023, closing a stake of 1,299 shares — an estimated $106K sold.

Industrial Alliance Investment Management first reported a position in IDU in Q4 2022 and held it in 3 quarters. The position peaked at $312K in Q1 2023. 202 funds tracked by Wall St. Rank hold IDU as of Q3 2023.

Industrial Alliance Investment Management reported no remaining iShares US Utilities ETF position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 1,299 iShares US Utilities ETF shares in Q3 2023, an estimated $106K.
Industrial Alliance Investment Management first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 3 quarters.
Industrial Alliance Investment Management's iShares US Utilities ETF position peaked at $312K in Q1 2023.
202 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.