Retirement Group’s iShares US Utilities ETF IDU Stock Holding History

Retirement 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 Q1	$4.14K	Hold	49	–	–	﹤0.01%	588
2023 Q4	$3.92K	Buy	+49	New	+$3.75K	﹤0.01%	561
2023 Q3	–	Sell	-49	Closed	-$4.01K	–	798
2023 Q2	$4.01K	Buy	+49	New	+$4.08K	﹤0.01%	541

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Retirement Group's IDU Position: Q1 2024 in Review

Retirement Group held its iShares US Utilities ETF (IDU) position steady in Q1 2024 at 49 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Retirement Group first reported a position in IDU in Q2 2023 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold IDU as of Q1 2024.

Retirement Group held 49 shares of iShares US Utilities ETF worth $4.14K as of Q1 2024.
Retirement Group left its iShares US Utilities ETF share count unchanged in Q1 2024.
iShares US Utilities ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #588 holding.
Retirement Group first reported a position in iShares US Utilities ETF in Q2 2023 and has held it in 3 quarters since.
206 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.