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iShares Dow Jones US Utilities shares owned by Concannon Wealth Management

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

Historical chart of Concannon Wealth Management 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 Concannon Wealth Management 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 Concannon Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $24k 283 84.81
2022-03-31 $26k 282 92.20
2021-12-31 $25k 280 89.29
2021-09-30 $22k 277 79.42
2021-06-30 $22k 277 79.42
2021-03-31 $30k 375 80.00
2013-06-30 $3.8M 40k 94.59

More positions owned by Concannon Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Group Div App Etf (VIG)
McDonald's Corporation (MCD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr National Mun Etf (MUB)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
International Business Machines (IBM)
Verizon Communications (VZ)
Pfizer (PFE)
Microsoft Corporation (MSFT)
Pimco Etf Tr Active Bd Etf (BOND)
PPL Corporation (PPL)

View all positions for Concannon Wealth Management

Top funds holding iShares Dow Jones US Utilities

YCMNET Advisors
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
Bensler
Royal Bank of Canada
Wells Fargo & Company
Apollon Wealth Management
Commonwealth Equity Services
Raymond James Financial Services Advisors
LBMC Investment Advisors
AE Wealth Management
Envestnet Asset Management
Pinkerton Retirement Specialists

View all funds holding iShares Dow Jones US Utilities