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Wetzel Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

Wetzel Investment Advisors’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
-541
Closed -$45.7K – 472
2024
Q2 		$45.7K Hold
541
– – 0.03% 251
2024
Q1 		$44.8K Buy
541
+26
+5% +$2.07K 0.03% 264
2023
Q4 		$41K Buy
+515
New +$39.5K 0.03% 266

Other funds holding IDU

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wetzel Investment Advisors's IDU Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares US Utilities ETF (IDU) in Q3 2024, closing a stake of 541 shares — an estimated $45.7K sold.

Wetzel Investment Advisors first reported a position in IDU in Q4 2023 and held it in 3 quarters. The position peaked at $45.7K in Q2 2024. 256 funds tracked by Wall St. Rank hold IDU as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares US Utilities ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 541 iShares US Utilities ETF shares in Q3 2024, an estimated $45.7K.
  • Wetzel Investment Advisors first reported a position in iShares US Utilities ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares US Utilities ETF position peaked at $45.7K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.