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Raffa Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Raffa Wealth Management’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
2016
Q2 		– Sell
-228
Closed -$14.1K – 871
2016
Q1 		$14.1K Buy
+228
New +$13.1K 0.01% 162

Other funds holding IDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Raffa Wealth Management's IDU Position: Q2 2016 in Review

Raffa Wealth Management sold out of iShares US Utilities ETF (IDU) in Q2 2016, closing a stake of 228 shares — an estimated $14.1K sold.

Raffa Wealth Management first reported a position in IDU in Q1 2016 and held it in 1 quarter. The position peaked at $14.1K in Q1 2016. 137 funds tracked by Wall St. Rank hold IDU as of Q2 2016.

  • Raffa Wealth Management reported no remaining iShares US Utilities ETF position as of Q2 2016 after selling out during the quarter.
  • Raffa Wealth Management sold 228 iShares US Utilities ETF shares in Q2 2016, an estimated $14.1K.
  • Raffa Wealth Management first reported a position in iShares US Utilities ETF in Q1 2016 and held it in 1 quarter.
  • Raffa Wealth Management's iShares US Utilities ETF position peaked at $14.1K in Q1 2016.
  • 137 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2016.

Based on Raffa Wealth Management's 13F filing for Q2 2016, filed 27 Jul 2026.