WealthPLAN Partners’s iShares US Utilities ETF IDU Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-172	Closed	-$14.1K	–	682
2023 Q2	$14.1K	Hold	172	–	–	﹤0.01%	738
2023 Q1	$14.4K	Buy	+172	New	+$14.4K	﹤0.01%	783
2016 Q3	$10.8K	Sell	182 -182	-50%	-$11.5K	﹤0.01%	593
2016 Q2	$12K	Buy	+364	New	+$22.4K	﹤0.01%	1663
2015 Q4	$9.3K	Buy	+516	New	+$28K	﹤0.01%	1174
2015 Q2	$9K	Hold	172	–	–	﹤0.01%	314
2015 Q1	$10K	Buy	+172	New	+$9.97K	﹤0.01%	377

Other funds holding IDU

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

RJFSA

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

WealthPLAN Partners's IDU Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares US Utilities ETF (IDU) in Q3 2023, closing a stake of 172 shares — an estimated $14.1K sold.

WealthPLAN Partners first reported a position in IDU in Q1 2015 and held it in 7 quarters. The position peaked at $14.4K in Q1 2023. 201 funds tracked by Wall St. Rank hold IDU as of Q3 2023.

WealthPLAN Partners reported no remaining iShares US Utilities ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 172 iShares US Utilities ETF shares in Q3 2023, an estimated $14.1K.
WealthPLAN Partners first reported a position in iShares US Utilities ETF in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's iShares US Utilities ETF position peaked at $14.4K in Q1 2023.
201 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.