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Compass Financial Services »

iShares Dow Jones US Utilities shares owned by Compass Financial Services

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Compass Financial Services from 13F filings

Historical chart of Compass Financial Services 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 Compass Financial Services 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 Compass Financial Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$21k	190	111.15
2025-06-30	$20k	189	104.78
2025-03-31	$19k	188	101.59
2024-12-31	$18k	187	96.34

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)

Wisdomtree Us MF Closed and MF Open (DGRW)

Jpmorgan MF Closed and MF Open (JPST)

First Trust MF Closed and MF Open (KNG)

Invesco Nasdaq MF Closed and MF Open (QQQM)

Jpmorgan MF Closed and MF Open (JEPQ)

SPDR S&P MF Closed and MF Open (VLU)

Invesco S&p MF Closed and MF Open (SPMO)

Ishares Core MF Closed and MF Open (DIVB)

Spdr Bloomberg MF Closed and MF Open (BIL)

First Trust MF Closed and MF Open (FDL)

Global X MF Closed and MF Open (XYLD)

Spdr Portfolio MF Closed and MF Open (SPYG)

Wisdomtree Equity MF Closed and MF Open (WTPI)

Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

Top funds holding iShares Dow Jones US Utilities

YCMNET Advisors

Green Harvest Asset Management

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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

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