iShares Dow Jones US Utilities shares owned by Heritage Trust
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $284k | 2.6k | 110.90 |
| 2025-06-30 | $268k | 2.6k | 104.57 |
| 2025-03-31 | $259k | 2.6k | 101.42 |
| 2024-12-31 | $246k | 2.6k | 96.21 |
| 2024-06-30 | $225k | 2.6k | 87.88 |
| 2024-03-31 | $216k | 2.6k | 84.52 |
| 2023-12-31 | $205k | 2.6k | 79.93 |
| 2023-06-30 | $209k | 2.6k | 81.75 |
| 2023-03-31 | $214k | 2.6k | 83.71 |
| 2022-12-31 | $221k | 2.6k | 86.54 |
| 2022-09-30 | $208k | 2.6k | 81.31 |
| 2022-06-30 | $219k | 2.6k | 85.61 |
| 2022-03-31 | $233k | 2.6k | 91.09 |
| 2021-12-31 | $226k | 2.6k | 88.35 |
| 2021-09-30 | $202k | 2.6k | 78.97 |
| 2021-06-30 | $201k | 2.6k | 78.58 |
| 2021-03-31 | $204k | 2.6k | 79.75 |
| 2019-12-31 | $207k | 1.3k | 161.85 |
| 2019-09-30 | $208k | 1.3k | 162.63 |
| 2019-03-31 | $247k | 1.7k | 147.11 |
| 2018-12-31 | $172k | 1.3k | 134.48 |
| 2018-09-30 | $171k | 1.3k | 133.70 |
| 2018-06-30 | $169k | 1.3k | 132.13 |
| 2018-03-31 | $163k | 1.3k | 127.44 |
| 2017-12-31 | $170k | 1.3k | 132.92 |
| 2017-09-30 | $170k | 1.3k | 132.92 |
| 2017-06-30 | $166k | 1.3k | 129.79 |
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