KIG
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Kowal Investment Group’s iShares US Utilities ETF IDU Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-401
Closed -$32K – 497
2021
Q3 		$32K Buy
+401
New +$33.1K 0.01% 300

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kowal Investment Group's IDU Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares US Utilities ETF (IDU) in Q4 2021, closing a stake of 401 shares — an estimated $32K sold.

Kowal Investment Group first reported a position in IDU in Q3 2021 and held it in 1 quarter. The position peaked at $32K in Q3 2021. 198 funds tracked by Wall St. Rank hold IDU as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares US Utilities ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 401 iShares US Utilities ETF shares in Q4 2021, an estimated $32K.
  • Kowal Investment Group first reported a position in iShares US Utilities ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares US Utilities ETF position peaked at $32K in Q3 2021.
  • 198 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.