Paul John Balson »

iShares Dow Jones US Utilities shares owned by Paul John Balson

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

Historical chart of Paul John Balson investment in iShares Dow Jones US Utilities

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All positions including iShares Dow Jones US Utilities held by Paul John Balson 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 Paul John Balson

Quarter filed Position value Share count Share price at filing
2020-12-31 $470k 6.1k 77.62
2020-09-30 $438k 3.0k 146.15
2020-06-30 $536k 3.8k 140.28
2020-03-31 $668k 4.8k 138.10

More positions owned by Paul John Balson

Apple (AAPL)
Tesla Motors (TSLA)
Invesco Qqq Trust Etf Nasdaq 100 Etf (QQQ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr S&p 500 Etf (SPY)
Microsoft Corporation (MSFT)
Mongo Db Cl A (MDB)
Spdr Dow Jones Indl Avrg Etf Dow Jones 30 Etf (DIA)
Twilio Cl A (TWLO)
Vanguard Mid Cap Etf Mid Cap Etf (VO)
Vanguard Growth Etf Growth Etf (VUG)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Russell Mid Cap Etf Rus Mid Cap Etf (IWR)
Ark Etf Trust Innovation Etf (ARKK)
Ishares Russell 2000 Etf Rus 2000 Etf (IWM)

View all positions for Paul John Balson

Top funds holding iShares Dow Jones US Utilities

YCMNET Advisors
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
Bensler
Royal Bank of Canada
Wells Fargo & Company
Apollon Wealth Management
Commonwealth Equity Services
Raymond James Financial Services Advisors
LBMC Investment Advisors
AE Wealth Management
Envestnet Asset Management
Pinkerton Retirement Specialists

View all funds holding iShares Dow Jones US Utilities