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Sugarloaf Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$31.3K Hold
325
– – 0.01% 349
2024
Q3 		$33.2K Hold
325
– – 0.01% 347
2024
Q2 		$28.6K Hold
325
– – 0.01% 350
2024
Q1 		$27.5K Hold
325
– – 0.01% 366
2023
Q4 		$26K Hold
325
– – 0.01% 357
2023
Q3 		$23.9K Hold
325
– – 0.01% 364
2023
Q2 		$26.6K Hold
325
– – 0.01% 357
2023
Q1 		$27.2K Hold
325
– – 0.01% 356
2022
Q4 		$28.1K Hold
325
– – 0.01% 366
2022
Q3 		$27K Hold
325
– – 0.01% 379
2022
Q2 		$28K Hold
325
– – 0.01% 368
2022
Q1 		$30K Hold
325
– – 0.01% 347
2021
Q4 		$29K Hold
325
– – 0.01% 373
2021
Q3 		$26K Hold
325
– – 0.01% 372
2021
Q2 		$26K Sell
325
-1,034
-76% -$83.8K 0.01% 379
2021
Q1 		$26 Buy
+1,359
New +$105K 0.01% 362
2020
Q4 		– Sell
-860
Closed -$63K – 737
2020
Q3 		$63K Sell
860
-164
-16% -$12K 0.02% 202
2020
Q2 		$72K Sell
1,024
-500
-33% -$35.8K 0.03% 192
2020
Q1 		$105K Sell
1,524
-494
-24% -$39.4K 0.05% 151
2019
Q4 		$164K Buy
+2,018
New +$161K 0.07% 129

Other funds holding IDU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sugarloaf Wealth Management's IDU Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares US Utilities ETF (IDU) position steady in Q4 2024 at 325 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #349.

Sugarloaf Wealth Management first reported a position in IDU in Q4 2019 and has held it in 20 quarters since. The position peaked at $164K in Q4 2019. 271 funds tracked by Wall St. Rank hold IDU as of Q4 2024.

  • Sugarloaf Wealth Management held 325 shares of iShares US Utilities ETF worth $31.3K as of Q4 2024.
  • Sugarloaf Wealth Management left its iShares US Utilities ETF share count unchanged in Q4 2024.
  • iShares US Utilities ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #349 holding.
  • Sugarloaf Wealth Management first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 20 quarters since.
  • Sugarloaf Wealth Management's iShares US Utilities ETF position peaked at $164K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.