Patriot Investment Management Group’s iShares US Utilities ETF IDU Stock Holding History

Patriot Investment Management Group’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 Q1	–	Sell	-1,860	Closed	-$157K	–	295
2022 Q4	$157K	Buy	+1,860	New	+$156K	0.01%	252
2022 Q3	–	Sell	-2,420	Closed	-$207K	–	241
2022 Q2	$207K	Hold	2,420	–	–	0.02%	233
2022 Q1	$220K	Hold	2,420	–	–	0.02%	238
2021 Q4	$214K	Buy	+2,420	New	+$202K	0.02%	238
2020 Q3	–	Sell	-4,270	Closed	-$299K	–	400
2020 Q2	$299K	Hold	4,270	–	–	0.04%	183
2020 Q1	$294K	Hold	4,270	–	–	0.04%	168
2019 Q4	$345K	Buy	4,270 +440	+11%	+$35.1K	0.04%	176
2019 Q3	$309K	Hold	3,830	–	–	0.04%	177
2019 Q2	$288K	Hold	3,830	–	–	0.04%	182
2019 Q1	$282K	Buy	+3,830	New	+$270K	0.04%	183

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Patriot Investment Management Group's IDU Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares US Utilities ETF (IDU) in Q1 2023, closing a stake of 1,860 shares — an estimated $157K sold.

Patriot Investment Management Group first reported a position in IDU in Q1 2019 and held it in 10 quarters. The position peaked at $345K in Q4 2019. 218 funds tracked by Wall St. Rank hold IDU as of Q1 2023.

Patriot Investment Management Group reported no remaining iShares US Utilities ETF position as of Q1 2023 after selling out during the quarter.
Patriot Investment Management Group sold 1,860 iShares US Utilities ETF shares in Q1 2023, an estimated $157K.
Patriot Investment Management Group first reported a position in iShares US Utilities ETF in Q1 2019 and held it in 10 quarters.
Patriot Investment Management Group's iShares US Utilities ETF position peaked at $345K in Q4 2019.
218 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.