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 $192B AUM 27.2% 1-Year Est. Return

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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America

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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Royal Bank of Canada

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return