Realta Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

Realta Investment Advisors’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 Q3	–	Sell	-40	Closed	-$3.52K	–	534
2024 Q2	$3.52K	Sell	40 -158	-80%	-$13.9K	﹤0.01%	741
2024 Q1	$16.7K	Buy	+198	New	+$15.8K	﹤0.01%	656
2023 Q4	–	Sell	-195	Closed	-$15.9K	–	579
2023 Q3	$15.9K	Hold	195	–	–	﹤0.01%	638
2023 Q2	$15.9K	Buy	+195	New	+$16.2K	﹤0.01%	684
2023 Q1	–	Sell	-193	Closed	-$16.7K	–	589
2022 Q4	$16.7K	Buy	193 +1	+0.5%	+$84	﹤0.01%	665
2022 Q3	$16K	Buy	+192	New	+$17.3K	﹤0.01%	644

Other funds holding IDU

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

DWM

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's IDU Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares US Utilities ETF (IDU) in Q3 2024, closing a stake of 40 shares — an estimated $3.52K sold.

Realta Investment Advisors first reported a position in IDU in Q3 2022 and held it in 6 quarters. The position peaked at $16.7K in Q1 2024. 256 funds tracked by Wall St. Rank hold IDU as of Q3 2024.

Realta Investment Advisors reported no remaining iShares US Utilities ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 40 iShares US Utilities ETF shares in Q3 2024, an estimated $3.52K.
Realta Investment Advisors first reported a position in iShares US Utilities ETF in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's iShares US Utilities ETF position peaked at $16.7K in Q1 2024.
256 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.