iShares Dow Jones US Utilities shares owned by MGB Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77k | 690 | 110.90 |
| 2025-06-30 | $72k | 690 | 104.57 |
| 2025-03-31 | $70k | 690 | 101.42 |
| 2024-12-31 | $66k | 690 | 96.21 |
| 2024-09-30 | $70k | 690 | 102.02 |
| 2024-06-30 | $63k | 690 | 91.49 |
| 2024-03-31 | $58k | 690 | 84.52 |
| 2023-12-31 | $96k | 1.2k | 79.93 |
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