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iShares Dow Jones US Utilities shares owned by Fulcrum Equity Management

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

Historical chart of Fulcrum Equity 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 Fulcrum Equity 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 Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 12k 102.02
2019-12-31 $584k 3.6k 162.18

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vistra Energy (VST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Abbvie (ABBV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Fulcrum Equity 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