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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 $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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.