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

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bank of America

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Envestnet Asset Management

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

Royal Bank of Canada

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

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return