Mogy Joel R Investment Counsel’s iShares US Utilities ETF IDU Stock Holding History

Mogy Joel R Investment Counsel’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	–	Sell	-600	Closed	-$48K	–	123
2023 Q4	$48K	Hold	600	–	–	﹤0.01%	104
2023 Q3	$44.1K	Hold	600	–	–	﹤0.01%	105
2023 Q2	$49K	Hold	600	–	–	﹤0.01%	114
2023 Q1	$50.2K	Buy	+600	New	+$50.1K	﹤0.01%	116

Other funds holding IDU

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 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 $570B AUM 27.57% 1-Year Est. Return

Mogy Joel R Investment Counsel's IDU Position: Q1 2024 in Review

Mogy Joel R Investment Counsel sold out of iShares US Utilities ETF (IDU) in Q1 2024, closing a stake of 600 shares — an estimated $48K sold.

Mogy Joel R Investment Counsel first reported a position in IDU in Q1 2023 and held it in 4 quarters. The position peaked at $50.2K in Q1 2023. 206 funds tracked by Wall St. Rank hold IDU as of Q1 2024.

Mogy Joel R Investment Counsel reported no remaining iShares US Utilities ETF position as of Q1 2024 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 600 iShares US Utilities ETF shares in Q1 2024, an estimated $48K.
Mogy Joel R Investment Counsel first reported a position in iShares US Utilities ETF in Q1 2023 and held it in 4 quarters.
Mogy Joel R Investment Counsel's iShares US Utilities ETF position peaked at $50.2K in Q1 2023.
206 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2024.

Based on Mogy Joel R Investment Counsel's 13F filing for Q1 2024, filed 30 Apr 2024.