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

Redwood Wealth 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
2024
Q3 		– Sell
-134
Closed -$11.8K – 579
2024
Q2 		$11.8K Buy
+134
New +$11.8K 0.01% 555

Other funds holding IDU

HSBC Holdings
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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Redwood Wealth Management Group's IDU Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of iShares US Utilities ETF (IDU) in Q3 2024, closing a stake of 134 shares — an estimated $11.8K sold.

Redwood Wealth Management Group first reported a position in IDU in Q2 2024 and held it in 1 quarter. The position peaked at $11.8K in Q2 2024. 256 funds tracked by Wall St. Rank hold IDU as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining iShares US Utilities ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 134 iShares US Utilities ETF shares in Q3 2024, an estimated $11.8K.
  • Redwood Wealth Management Group first reported a position in iShares US Utilities ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's iShares US Utilities ETF position peaked at $11.8K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.