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iShares Dow Jones US Utilities shares owned by KKM Financial

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

Historical chart of KKM Financial investment in iShares Dow Jones US Utilities

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All positions including iShares Dow Jones US Utilities held by KKM Financial 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 KKM Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $675k 6.1k 110.90
2025-06-30 $636k 6.1k 104.57

More positions owned by KKM Financial

Meta Platforms Cl A (META)
Apple (AAPL)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Intel Corporation (INTC)
Palo Alto Networks (PANW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Expnd Tec Sc Etf (IGM)
Johnson & Johnson (JNJ)
International Business Machines (IBM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Expanded Tech (IGV)

View all positions for KKM Financial

Top funds holding iShares Dow Jones US Utilities

Morgan Stanley
YCMNET Advisors
Green Harvest Asset Management
Steward Partners Investment Advisory
LPL Financial
Pinkerton Retirement Specialists
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
Cresset Asset Management
Camarda Wealth Advisory
Commonwealth Equity Services
LBMC Investment Advisors
MinichMacGregor Wealth Management
Envestnet Asset Management

View all funds holding iShares Dow Jones US Utilities