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RAFFA WEALTH MANAGEMENT, LLC’s iShares US Utilities ETF IDU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2016
Q2 		– Sell
-228
Closed -$14.1K – 871
2016
Q1 		$14.1K Buy
+228
New +$13.1K 0.01% 162

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UCFA
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DWM
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LIA
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RAFFA WEALTH MANAGEMENT, LLC's IDU Position: Q2 2016 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares US Utilities ETF (IDU) in Q2 2016, closing a stake of 228 shares — an estimated $14.1K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IDU in Q1 2016 and held it in 1 quarter. The position peaked at $14.1K in Q1 2016. 137 funds tracked by Wall St. Rank hold IDU as of Q2 2016.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares US Utilities ETF position as of Q2 2016 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 228 iShares US Utilities ETF shares in Q2 2016, an estimated $14.1K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares US Utilities ETF in Q1 2016 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares US Utilities ETF position peaked at $14.1K in Q1 2016.
  • 137 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2016.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2016, filed 27 Jul 2026.