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iShares Dow Jones US Utilities shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 19k 84.52
2023-12-31 $952k 12k 79.93