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NorthRock Partners’s iShares US Utilities ETF IDU Stock Holding History

NorthRock Partners’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
Q4 		– Sell
-2
Closed -$205 – 823
2024
Q3 		$205 Buy
+2
New +$189 ﹤0.01% 829

Other funds holding IDU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NorthRock Partners's IDU Position: Q4 2024 in Review

NorthRock Partners sold out of iShares US Utilities ETF (IDU) in Q4 2024, closing a stake of 2 shares — an estimated $205 sold.

NorthRock Partners first reported a position in IDU in Q3 2024 and held it in 1 quarter. The position peaked at $205 in Q3 2024. 271 funds tracked by Wall St. Rank hold IDU as of Q4 2024.

  • NorthRock Partners reported no remaining iShares US Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 2 iShares US Utilities ETF shares in Q4 2024, an estimated $205.
  • NorthRock Partners first reported a position in iShares US Utilities ETF in Q3 2024 and held it in 1 quarter.
  • NorthRock Partners's iShares US Utilities ETF position peaked at $205 in Q3 2024.
  • 271 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.