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Retirement Planning Company of New England’s iShares US Utilities ETF IDU Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-100
Closed -$8K – 523
2021
Q4 		$8K Buy
+100
New +$8.37K ﹤0.01% 687

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Royal Bank of Canada
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LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
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CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

Retirement Planning Company of New England's IDU Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares US Utilities ETF (IDU) in Q1 2022, closing a stake of 100 shares — an estimated $8K sold.

Retirement Planning Company of New England first reported a position in IDU in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 210 funds tracked by Wall St. Rank hold IDU as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares US Utilities ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 100 iShares US Utilities ETF shares in Q1 2022, an estimated $8K.
  • Retirement Planning Company of New England first reported a position in iShares US Utilities ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares US Utilities ETF position peaked at $8K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.