ZIG
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Zullo Investment Group’s iShares US Utilities ETF IDU Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-12
Closed -$1.04K – 408
2022
Q4 		$1.04K Hold
12
– – ﹤0.01% 732
2022
Q3 		$1K Hold
12
– – ﹤0.01% 740
2022
Q2 		$1K Hold
12
– – ﹤0.01% 757
2022
Q1 		$1K Hold
12
– – ﹤0.01% 777
2021
Q4 		$1K Buy
+12
New +$1K ﹤0.01% 790

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zullo Investment Group's IDU Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares US Utilities ETF (IDU) in Q1 2023, closing a stake of 12 shares — an estimated $1.04K sold.

Zullo Investment Group first reported a position in IDU in Q4 2021 and held it in 5 quarters. The position peaked at $1.04K in Q4 2022. 218 funds tracked by Wall St. Rank hold IDU as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares US Utilities ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 12 iShares US Utilities ETF shares in Q1 2023, an estimated $1.04K.
  • Zullo Investment Group first reported a position in iShares US Utilities ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares US Utilities ETF position peaked at $1.04K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.