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Oakworth Capital’s iShares US Utilities ETF IDU Stock Holding History

Oakworth Capital’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
2023
Q2 		– Sell
-17
Closed -$1.42K – 646
2023
Q1 		$1.42K Hold
17
– – ﹤0.01% 553
2022
Q4 		$1.47K Buy
+17
New +$1.43K ﹤0.01% 536

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Oakworth Capital's IDU Position: Q2 2023 in Review

Oakworth Capital sold out of iShares US Utilities ETF (IDU) in Q2 2023, closing a stake of 17 shares — an estimated $1.42K sold.

Oakworth Capital first reported a position in IDU in Q4 2022 and held it in 2 quarters. The position peaked at $1.47K in Q4 2022. 215 funds tracked by Wall St. Rank hold IDU as of Q2 2023.

  • Oakworth Capital reported no remaining iShares US Utilities ETF position as of Q2 2023 after selling out during the quarter.
  • Oakworth Capital sold 17 iShares US Utilities ETF shares in Q2 2023, an estimated $1.42K.
  • Oakworth Capital first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 2 quarters.
  • Oakworth Capital's iShares US Utilities ETF position peaked at $1.47K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2023.

Based on Oakworth Capital's 13F filing for Q2 2023, filed 28 Jul 2023.