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Trilogy Capital’s iShares US Utilities ETF IDU Stock Holding History

Trilogy Capital’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 		– Sell
-2,017
Closed -$206K – 336
2024
Q3 		$206K Buy
+2,017
New +$191K 0.01% 317

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DWM
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Morgan Stanley
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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

Trilogy Capital's IDU Position: Q4 2024 in Review

Trilogy Capital sold out of iShares US Utilities ETF (IDU) in Q4 2024, closing a stake of 2,017 shares — an estimated $206K sold.

Trilogy Capital first reported a position in IDU in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 271 funds tracked by Wall St. Rank hold IDU as of Q4 2024.

  • Trilogy Capital reported no remaining iShares US Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Trilogy Capital sold 2,017 iShares US Utilities ETF shares in Q4 2024, an estimated $206K.
  • Trilogy Capital first reported a position in iShares US Utilities ETF in Q3 2024 and held it in 1 quarter.
  • Trilogy Capital's iShares US Utilities ETF position peaked at $206K in Q3 2024.
  • 271 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2024.

Based on Trilogy Capital's 13F filing for Q4 2024, filed 27 Jan 2025.