Retirement Planning Group (Kansas)’s iShares US Utilities ETF IDU Stock Holding History

Retirement Planning Group (Kansas)’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	-2,673	Closed	-$235K	–	275
2024 Q2	$235K	Buy	2,673 +3	+0.1%	+$264	0.01%	222
2024 Q1	$226K	Buy	2,670 +167	+7%	+$13.3K	0.02%	204
2023 Q4	$200K	Buy	+2,503	New	+$192K	0.02%	184
2023 Q3	–	Sell	-2,784	Closed	-$228K	–	161
2023 Q2	$228K	Sell	2,784 -55	-2%	-$4.58K	0.02%	153
2023 Q1	$238K	Buy	+2,839	New	+$237K	0.03%	130

Other funds holding IDU

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 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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IDU Position: Q3 2024 in Review

Retirement Planning Group (Kansas) sold out of iShares US Utilities ETF (IDU) in Q3 2024, closing a stake of 2,673 shares — an estimated $235K sold.

Retirement Planning Group (Kansas) first reported a position in IDU in Q1 2023 and held it in 5 quarters. The position peaked at $238K in Q1 2023. 256 funds tracked by Wall St. Rank hold IDU as of Q3 2024.

Retirement Planning Group (Kansas) reported no remaining iShares US Utilities ETF position as of Q3 2024 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 2,673 iShares US Utilities ETF shares in Q3 2024, an estimated $235K.
Retirement Planning Group (Kansas) first reported a position in iShares US Utilities ETF in Q1 2023 and held it in 5 quarters.
Retirement Planning Group (Kansas)'s iShares US Utilities ETF position peaked at $238K in Q1 2023.
256 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2024.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2024, filed 10 Oct 2024.