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

Keating 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 Q1	$211K	Buy	+2,500	New	+$199K	0.13%	43

Other funds holding IDU

DWM

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

RJFSA

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

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

Keating Wealth Management's IDU Position: Q1 2024 in Review

Keating Wealth Management opened a new position in iShares US Utilities ETF (IDU) in Q1 2024: 2,500 shares worth $211K. The stake represents 0.13% of the portfolio and ranks #43 among its holdings.

206 funds tracked by Wall St. Rank hold IDU as of Q1 2024.

Keating Wealth Management held 2,500 shares of iShares US Utilities ETF worth $211K as of Q1 2024.
iShares US Utilities ETF was a new Keating Wealth Management position in Q1 2024.
iShares US Utilities ETF made up 0.13% of Keating Wealth Management's portfolio in Q1 2024, its #43 holding.
206 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.