Johnson Midwest Financial’s iShares US Utilities ETF IDU Stock Holding History

Johnson Midwest Financial’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
2022 Q3	–	Sell	-248	Closed	-$21K	–	334
2022 Q2	$21K	Hold	248	–	–	0.03%	126
2022 Q1	$23K	Hold	248	–	–	0.03%	116
2021 Q4	$22K	Hold	248	–	–	0.02%	126
2021 Q3	$20K	Hold	248	–	–	0.02%	140
2021 Q2	$19K	Hold	248	–	–	0.02%	137
2021 Q1	$20K	Hold	248	–	–	0.02%	124
2020 Q4	$19K	Buy	+248	New	+$19.3K	0.02%	133

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Johnson Midwest Financial's IDU Position: Q3 2022 in Review

Johnson Midwest Financial sold out of iShares US Utilities ETF (IDU) in Q3 2022, closing a stake of 248 shares — an estimated $21K sold.

Johnson Midwest Financial first reported a position in IDU in Q4 2020 and held it in 7 quarters. The position peaked at $23K in Q1 2022. 222 funds tracked by Wall St. Rank hold IDU as of Q3 2022.

Johnson Midwest Financial reported no remaining iShares US Utilities ETF position as of Q3 2022 after selling out during the quarter.
Johnson Midwest Financial sold 248 iShares US Utilities ETF shares in Q3 2022, an estimated $21K.
Johnson Midwest Financial first reported a position in iShares US Utilities ETF in Q4 2020 and held it in 7 quarters.
Johnson Midwest Financial's iShares US Utilities ETF position peaked at $23K in Q1 2022.
222 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2022.

Based on Johnson Midwest Financial's 13F filing for Q3 2022, filed 13 Oct 2022.