Sanford Advisory Services’s iShares US Utilities ETF IDU Stock Holding History

Sanford Advisory Services’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 Q4	$539K	Buy	6,228 +131	+2%	+$11K	0.13%	81
2022 Q3	$495K	Buy	6,097 +13	+0.2%	+$1.17K	0.14%	66
2022 Q2	$521K	Buy	6,084 +406	+7%	+$35.9K	0.15%	64
2022 Q1	$517K	Buy	5,678 +136	+2%	+$11.6K	0.14%	61
2021 Q4	$490K	Sell	5,542 -662	-11%	-$55.4K	0.11%	67
2021 Q3	$464K	Buy	6,204 +979	+19%	+$80.8K	0.12%	66
2021 Q2	$410K	Buy	5,225 +171	+3%	+$13.9K	0.11%	74
2021 Q1	$402K	Sell	5,054 -40	-0.8%	-$3.08K	0.11%	73
2020 Q4	$395K	Buy	+5,094	New	+$397K	0.13%	65

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sanford Advisory Services's IDU Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares US Utilities ETF (IDU) stake by 2.1% in Q4 2022, buying an estimated $11K and bringing the position to 6,228 shares worth $539K. The position accounts for 0.13% of the portfolio, ranked #81.

Sanford Advisory Services first reported a position in IDU in Q4 2020 and has held it in 9 quarters since. 238 funds tracked by Wall St. Rank hold IDU as of Q4 2022.

Sanford Advisory Services held 6,228 shares of iShares US Utilities ETF worth $539K as of Q4 2022.
Sanford Advisory Services bought 131 iShares US Utilities ETF shares in Q4 2022, an estimated $11K.
iShares US Utilities ETF made up 0.13% of Sanford Advisory Services's portfolio in Q4 2022, its #81 holding.
Sanford Advisory Services first reported a position in iShares US Utilities ETF in Q4 2020 and has held it in 9 quarters since.
238 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.