TAP Consulting’s iShares US Utilities ETF IDU Stock Holding History

TAP Consulting’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 Q4	–	Sell	-31,479	Closed	-$2.32M	–	133
2023 Q3	$2.32M	Sell	31,479 -1,719	-5%	-$138K	0.6%	49
2023 Q2	$2.71M	Sell	33,198 -376	-1%	-$31.3K	0.67%	43
2023 Q1	$2.81M	Sell	33,574 -9,351	-22%	-$780K	0.69%	38
2022 Q4	$3.71M	Buy	42,925 +4,843	+13%	+$406K	0.97%	28
2022 Q3	$3.09M	Sell	38,082 -31,072	-45%	-$2.8M	0.83%	34
2022 Q2	$5.92M	Buy	+69,154	New	+$6.11M	1.64%	14

Other funds holding IDU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance)

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

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

Commonwealth Equity Services

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

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

Royal Bank of Canada

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