IFWM
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Institute for Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Institute for 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
2020
Q1 		– Sell
-1,260
Closed -$102K – 506
2019
Q4 		$102K Buy
+1,260
New +$100K 0.02% 474
2013
Q4 		– Sell
-101,656
Closed -$4.77M – 74
2013
Q3 		$4.77M Buy
101,656
+40,768
+67% +$1.95M 3.28% 15
2013
Q2 		$2.88M Buy
+60,888
New +$2.97M 2.31% 17

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Institute for Wealth Management's IDU Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares US Utilities ETF (IDU) in Q1 2020, closing a stake of 1,260 shares — an estimated $102K sold.

Institute for Wealth Management first reported a position in IDU in Q2 2013 and held it in 3 quarters. The position peaked at $4.77M in Q3 2013. 191 funds tracked by Wall St. Rank hold IDU as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares US Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,260 iShares US Utilities ETF shares in Q1 2020, an estimated $102K.
  • Institute for Wealth Management first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 3 quarters.
  • Institute for Wealth Management's iShares US Utilities ETF position peaked at $4.77M in Q3 2013.
  • 191 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.