Johnson Financial Group Inc (Wisconsin)’s iShares US Utilities ETF IDU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-50	Closed	-$4.23K	–	890
2024 Q1	$4.23K	Buy	+50	New	+$3.98K	﹤0.01%	604
2023 Q4	–	Sell	-1,350	Closed	-$100K	–	964
2023 Q3	$100K	Hold	1,350	–	–	0.01%	309
2023 Q2	$110K	Hold	1,350	–	–	0.01%	323
2023 Q1	$113K	Buy	+1,350	New	+$113K	0.01%	328

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

Johnson Financial Group Inc (Wisconsin)'s IDU Position: Q2 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares US Utilities ETF (IDU) in Q2 2024, closing a stake of 50 shares — an estimated $4.23K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IDU in Q1 2023 and held it in 4 quarters. The position peaked at $113K in Q1 2023. 236 funds tracked by Wall St. Rank hold IDU as of Q2 2024.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares US Utilities ETF position as of Q2 2024 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 50 iShares US Utilities ETF shares in Q2 2024, an estimated $4.23K.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares US Utilities ETF in Q1 2023 and held it in 4 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares US Utilities ETF position peaked at $113K in Q1 2023.
236 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2024, filed 14 Aug 2024.