iShares Dow Jones US Utilities shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $32k | 377 | 84.47 |
| 2023-12-31 | $31k | 382 | 79.87 |
| 2023-09-30 | $28k | 380 | 73.65 |
| 2023-06-30 | $31k | 380 | 81.83 |
| 2023-03-31 | $32k | 378 | 83.80 |
| 2022-12-31 | $33k | 376 | 86.54 |
| 2022-06-30 | $32k | 371 | 86.25 |
| 2022-03-31 | $34k | 369 | 92.14 |
| 2021-12-31 | $32k | 367 | 87.19 |
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