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Pathway Financial Advisers’s iShares US Utilities ETF IDU Stock Holding History

Pathway Financial Advisers’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
-20
Closed -$1.59K – 467
2023
Q4 		$1.59K Sell
20
-13
-39% -$996 ﹤0.01% 447
2023
Q3 		$2.46K Buy
+33
New +$2.65K ﹤0.01% 450
2023
Q1 		$2.8K Hold
33
– – ﹤0.01% 468
2022
Q4 		$2.9K Buy
+33
New +$2.77K ﹤0.01% 515

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pathway Financial Advisers's IDU Position: Q1 2024 in Review

Pathway Financial Advisers sold out of iShares US Utilities ETF (IDU) in Q1 2024, closing a stake of 20 shares — an estimated $1.59K sold.

Pathway Financial Advisers first reported a position in IDU in Q4 2022 and held it in 4 quarters. The position peaked at $2.9K in Q4 2022. 206 funds tracked by Wall St. Rank hold IDU as of Q1 2024.

  • Pathway Financial Advisers reported no remaining iShares US Utilities ETF position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 20 iShares US Utilities ETF shares in Q1 2024, an estimated $1.59K.
  • Pathway Financial Advisers first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 4 quarters.
  • Pathway Financial Advisers's iShares US Utilities ETF position peaked at $2.9K in Q4 2022.
  • 206 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.