Wipfli Financial Advisors’s iShares US Utilities ETF IDU Stock Holding History

Wipfli Financial 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
2022 Q3	$15K	Buy	+186	New	+$16.7K	﹤0.01%	1690

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Wipfli Financial Advisors's IDU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares US Utilities ETF (IDU) in Q3 2022: 186 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1690 among its holdings.

222 funds tracked by Wall St. Rank hold IDU as of Q3 2022.

Wipfli Financial Advisors held 186 shares of iShares US Utilities ETF worth $15K as of Q3 2022.
iShares US Utilities ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares US Utilities ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1690 holding.
222 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.