iShares Dow Jones US Utilities shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $30k | 356 | 84.52 |
| 2023-12-31 | $29k | 356 | 79.93 |
| 2023-09-30 | $26k | 356 | 73.58 |
| 2023-06-30 | $29k | 356 | 81.75 |
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