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Planned Solutions’s iShares US Utilities ETF IDU Stock Holding History

Planned Solutions’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
-38
Closed -$3.92K – 351
2024
Q3 		$3.92K Buy
+38
New +$3.6K ﹤0.01% 516
2024
Q1 		– Sell
-38
Closed -$3.06K – 295
2023
Q4 		$3.06K Buy
+38
New +$2.91K ﹤0.01% 489
2021
Q1 		– Sell
-2,214
Closed -$172K – 222
2020
Q4 		$172K Hold
2,214
– – 0.14% 59
2020
Q3 		$162K Buy
+2,214
New +$162K 0.16% 55

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

Planned Solutions's IDU Position: Q4 2024 in Review

Planned Solutions sold out of iShares US Utilities ETF (IDU) in Q4 2024, closing a stake of 38 shares — an estimated $3.92K sold.

Planned Solutions first reported a position in IDU in Q3 2020 and held it in 4 quarters. The position peaked at $172K in Q4 2020. 271 funds tracked by Wall St. Rank hold IDU as of Q4 2024.

  • Planned Solutions reported no remaining iShares US Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 38 iShares US Utilities ETF shares in Q4 2024, an estimated $3.92K.
  • Planned Solutions first reported a position in iShares US Utilities ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares US Utilities ETF position peaked at $172K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.