Relyea Zuckerberg Hanson’s iShares US Utilities ETF IDU Stock Holding History

Relyea Zuckerberg Hanson’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	-3,755	Closed	-$325K	–	188
2022 Q4	$325K	Buy	+3,755	New	+$315K	0.09%	125

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

Relyea Zuckerberg Hanson's IDU Position: Q1 2023 in Review

Relyea Zuckerberg Hanson sold out of iShares US Utilities ETF (IDU) in Q1 2023, closing a stake of 3,755 shares — an estimated $325K sold.

Relyea Zuckerberg Hanson first reported a position in IDU in Q4 2022 and held it in 1 quarter. The position peaked at $325K in Q4 2022. 218 funds tracked by Wall St. Rank hold IDU as of Q1 2023.

Relyea Zuckerberg Hanson reported no remaining iShares US Utilities ETF position as of Q1 2023 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 3,755 iShares US Utilities ETF shares in Q1 2023, an estimated $325K.
Relyea Zuckerberg Hanson first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 1 quarter.
Relyea Zuckerberg Hanson's iShares US Utilities ETF position peaked at $325K in Q4 2022.
218 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2023.

Based on Relyea Zuckerberg Hanson's 13F filing for Q1 2023, filed 18 Apr 2023.