Tyler-Stone Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-812	Closed	-$71.4K	–	591
2024 Q2	$71.4K	Hold	812	–	–	0.03%	323
2024 Q1	$68.6K	Hold	812	–	–	0.03%	324
2023 Q4	$64.9K	Hold	812	–	–	0.03%	328
2023 Q3	$60K	Hold	812	–	–	0.03%	319
2023 Q2	$66K	Buy	+812	New	+$67.6K	0.04%	309
2022 Q4	$70K	Hold	812	–	–	0.05%	276
2022 Q3	$66K	Hold	812	–	–	0.05%	269
2022 Q2	$70K	Hold	812	–	–	0.05%	278
2022 Q1	$74K	Hold	812	–	–	0.04%	292
2021 Q4	$72K	Buy	+812	New	+$67.9K	0.04%	312

Other funds holding IDU

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tyler-Stone Wealth Management's IDU Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares US Utilities ETF (IDU) in Q3 2024, closing a stake of 812 shares — an estimated $71.4K sold.

Tyler-Stone Wealth Management first reported a position in IDU in Q4 2021 and held it in 10 quarters. The position peaked at $74K in Q1 2022. 256 funds tracked by Wall St. Rank hold IDU as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares US Utilities ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 812 iShares US Utilities ETF shares in Q3 2024, an estimated $71.4K.
Tyler-Stone Wealth Management first reported a position in iShares US Utilities ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares US Utilities ETF position peaked at $74K in Q1 2022.
256 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.