Mine & Arao Wealth Creation & Management’s iShares US Utilities ETF IDU Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	–	Sell	-97	Closed	-$8.16K	–	205
2024 Q1	$8.16K	Buy	97 +1	+1%	+$80	﹤0.01%	226
2023 Q4	$7.68K	Buy	96 +2	+2%	+$153	﹤0.01%	236
2023 Q3	$6.95K	Hold	94	–	–	﹤0.01%	234
2023 Q2	$7.72K	Hold	94	–	–	﹤0.01%	234
2023 Q1	$7.86K	Buy	94 +1	+1%	+$83	0.01%	235
2022 Q4	$8.08K	Buy	93 +1	+1%	+$84	0.01%	230
2022 Q3	$7K	Hold	92	–	–	0.01%	247
2022 Q2	$8K	Hold	92	–	–	0.01%	236
2022 Q1	$8K	Buy	92 +1	+1%	+$85	﹤0.01%	245
2021 Q4	$8K	Buy	91 +1	+1%	+$84	﹤0.01%	249
2021 Q3	$7K	Hold	90	–	–	﹤0.01%	242
2021 Q2	$7K	Buy	90 +1	+1%	+$81	﹤0.01%	236
2021 Q1	$7K	Hold	89	–	–	﹤0.01%	226
2020 Q4	$7K	Buy	89 +1	+1%	+$78	0.01%	225
2020 Q3	$6K	Buy	+88	New	+$6.46K	﹤0.01%	218

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

Mine & Arao Wealth Creation & Management's IDU Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares US Utilities ETF (IDU) in Q2 2024, closing a stake of 97 shares — an estimated $8.16K sold.

Mine & Arao Wealth Creation & Management first reported a position in IDU in Q3 2020 and held it in 15 quarters. The position peaked at $8.16K in Q1 2024. 236 funds tracked by Wall St. Rank hold IDU as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares US Utilities ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 97 iShares US Utilities ETF shares in Q2 2024, an estimated $8.16K.
Mine & Arao Wealth Creation & Management first reported a position in iShares US Utilities ETF in Q3 2020 and held it in 15 quarters.
Mine & Arao Wealth Creation & Management's iShares US Utilities ETF position peaked at $8.16K in Q1 2024.
236 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.