SPC Financial Inc’s iShares US Utilities ETF IDU Stock Holding History

SPC Financial Inc’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	-32,791	Closed	-$2.84M	–	207
2022 Q4	$2.84M	Buy	32,791 +726	+2%	+$60.9K	0.34%	48
2022 Q3	$2.6M	Buy	+32,065	New	+$2.89M	0.32%	47
2020 Q2	–	Sell	-171,800	Closed	-$11.9M	–	135
2020 Q1	$11.9M	Buy	171,800 +4,790	+3%	+$382K	3.03%	11
2019 Q4	$13.5M	Buy	+167,010	New	+$13.3M	2.48%	13
2016 Q4	–	Sell	-33,194	Closed	-$2.03M	–	119
2016 Q3	$2.03M	Buy	+33,194	New	+$2.1M	0.65%	33

Other funds holding IDU

DWM

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

SPC Financial Inc's IDU Position: Q1 2023 in Review

SPC Financial Inc sold out of iShares US Utilities ETF (IDU) in Q1 2023, closing a stake of 32,791 shares — an estimated $2.84M sold.

SPC Financial Inc first reported a position in IDU in Q3 2016 and held it in 5 quarters. The position peaked at $13.5M in Q4 2019. 218 funds tracked by Wall St. Rank hold IDU as of Q1 2023.

SPC Financial Inc reported no remaining iShares US Utilities ETF position as of Q1 2023 after selling out during the quarter.
SPC Financial Inc sold 32,791 iShares US Utilities ETF shares in Q1 2023, an estimated $2.84M.
SPC Financial Inc first reported a position in iShares US Utilities ETF in Q3 2016 and held it in 5 quarters.
SPC Financial Inc's iShares US Utilities ETF position peaked at $13.5M in Q4 2019.
218 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2023.

Based on SPC Financial Inc's 13F filing for Q1 2023, filed 9 May 2023.