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iShares Dow Jones US Utilities shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment 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 Milestone Investment 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 Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $102k 940 108.36

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Wisdomtree Tr Floatng Rat Trea (USFR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Milestone Investment Advisors

Top funds holding iShares Dow Jones US Utilities

Hsbc Holdings
YCMNET Advisors
Green Harvest Asset Management
LPL Financial
Steward Partners Investment Advisory
Pinkerton Retirement Specialists
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
Cresset Asset Management
Sherman Porfolios
Goldman Sachs Group
Camarda Wealth Advisory
MinichMacGregor Wealth Management
LBMC Investment Advisors

View all funds holding iShares Dow Jones US Utilities