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iShares Dow Jones US Utilities shares owned by Joel R Mogy Investment Counsel

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Joel R Mogy Investment Counsel from 13F filings

Historical chart of Joel R Mogy Investment Counsel 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 Joel R Mogy Investment Counsel 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 Joel R Mogy Investment Counsel

Quarter filed Position value Share count Share price at filing
2023-12-31 $48k 600 79.93
2023-09-30 $44k 600 73.58
2023-06-30 $49k 600 81.75
2023-03-31 $50k 600 83.71

More positions owned by Joel R Mogy Investment Counsel

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
salesforce (CRM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Intuit (INTU)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Palo Alto Networks (PANW)
Home Depot (HD)
IDEXX Laboratories (IDXX)

View all positions for Joel R Mogy Investment Counsel

Top funds holding iShares Dow Jones US Utilities

Bank of America Corporation
LBMC Investment Advisors
Commonwealth Equity Services
Raymond James Financial Services Advisors
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon
Country Club Bank
Bellwether Advisors
Goldman Sachs Group
Advisor Group Holdings
Gimbal Financial
Branch Banking & Trust Company
UBS Group
AE Wealth Management

View all funds holding iShares Dow Jones US Utilities