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iShares Dow Jones US Utilities shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in iShares Dow Jones US Utilities

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Utilities held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Utilities by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 26k 110.90
2024-12-31 $2.2M 23k 96.21
2024-09-30 $3.1M 30k 102.02
2024-06-30 $2.7M 31k 87.88

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
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Vanguard Index Fds Total Stk Mkt (VTI)
Applovin Corp Com Cl A (APP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)

View all positions for Balboa Wealth Partners

Top funds holding iShares Dow Jones US Utilities

Morgan Stanley
YCMNET Advisors
Green Harvest Asset Management
Steward Partners Investment Advisory
LPL Financial
Pinkerton Retirement Specialists
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
Cresset Asset Management
Camarda Wealth Advisory
Commonwealth Equity Services
LBMC Investment Advisors
MinichMacGregor Wealth Management
Envestnet Asset Management

View all funds holding iShares Dow Jones US Utilities