iShares Dow Jones US Utilities shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial Planning investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $287k | 3.4k | 84.52 |
| 2023-09-30 | $229k | 3.1k | 73.58 |
| 2023-06-30 | $255k | 3.1k | 81.75 |
| 2023-03-31 | $265k | 3.2k | 83.71 |
| 2022-12-31 | $259k | 3.2k | 81.13 |
| 2022-09-30 | $259k | 3.2k | 81.09 |
| 2022-06-30 | $272k | 3.2k | 85.16 |
| 2022-03-31 | $314k | 3.5k | 90.99 |
| 2021-12-31 | $304k | 3.4k | 88.79 |
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