Sutton Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

Sutton Wealth Advisors’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 Q3	$15.3K	Hold	208	–	–	0.01%	397
2023 Q2	$17K	Hold	208	–	–	0.01%	368
2023 Q1	$17.4K	Hold	208	–	–	0.01%	325
2022 Q4	$18K	Hold	208	–	–	0.01%	731
2022 Q3	$16.9K	Hold	208	–	–	0.01%	713
2022 Q2	$17.8K	Hold	208	–	–	0.01%	717
2022 Q1	$18.9K	Hold	208	–	–	0.01%	726
2021 Q4	$18.4K	Hold	208	–	–	0.01%	735
2021 Q3	$16.4K	Hold	208	–	–	0.01%	756
2021 Q2	$16.3K	Hold	208	–	–	0.01%	763
2021 Q1	$16.5K	Hold	208	–	–	0.01%	726
2020 Q4	$16.1K	Hold	208	–	–	0.01%	669
2020 Q3	$15.2K	Hold	208	–	–	0.01%	621
2020 Q2	$14.6K	Hold	208	–	–	0.01%	616
2020 Q1	$14.4K	Hold	208	–	–	0.01%	556
2019 Q4	$16.9K	Hold	208	–	–	0.01%	669
2019 Q3	$16.9K	Hold	208	–	–	0.01%	635
2019 Q2	$15.7K	Hold	208	–	–	0.01%	651
2019 Q1	$15.3K	Hold	208	–	–	0.01%	665
2018 Q4	$14K	Hold	208	–	–	0.01%	650
2018 Q3	$13.9K	Hold	208	–	–	0.01%	702
2018 Q2	$13.7K	Hold	208	–	–	0.01%	740
2018 Q1	$13.3K	Sell	208 -80	-28%	-$5.04K	0.01%	718
2017 Q4	$19.1K	Hold	288	–	–	0.01%	570
2017 Q3	$19.1K	Hold	288	–	–	0.01%	563
2017 Q2	$18.7K	Hold	288	–	–	0.01%	552
2017 Q1	$18.5K	Hold	288	–	–	0.02%	539
2016 Q4	$17.5K	Hold	288	–	–	0.02%	535
2016 Q3	$17.6K	Hold	288	–	–	0.02%	498
2016 Q2	$18.9K	Hold	288	–	–	0.02%	458
2016 Q1	$17.8K	Buy	+288	New	+$16.6K	0.02%	473

Other funds holding IDU

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

LIA

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sutton Wealth Advisors's IDU Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares US Utilities ETF (IDU) position steady in Q3 2023 at 208 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #397.

Sutton Wealth Advisors first reported a position in IDU in Q1 2016 and has held it in 31 quarters since. The position peaked at $19.1K in Q3 2017. 202 funds tracked by Wall St. Rank hold IDU as of Q3 2023.

Sutton Wealth Advisors held 208 shares of iShares US Utilities ETF worth $15.3K as of Q3 2023.
Sutton Wealth Advisors left its iShares US Utilities ETF share count unchanged in Q3 2023.
iShares US Utilities ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #397 holding.
Sutton Wealth Advisors first reported a position in iShares US Utilities ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares US Utilities ETF position peaked at $19.1K in Q3 2017.
202 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.